Financial Services Director

2 weeks ago

Salem, Tamil Nadu, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Head of Wealth Management SolutionsKey Responsibilities:
  • Strategic Planning: Develop and execute comprehensive business strategies to drive revenue growth, expand client relationships, and improve customer satisfaction.
  • Clients Acquisition & Business Development: Drive the acquisition of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), creating tailored wealth management solutions to meet their unique financial needs.
  • Client Relationship Management: Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints. Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
  • Investment Product Expertise: Maintain a deep understanding of various financial products such as portfolio management services (PMS), alternative investment funds (AIFs), bonds, mutual funds, and experience with stock market investments and algo trading.
  • Team Leadership & Expansion: Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members. Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.

Job Requirements:

  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on HNWIs and UHNWIs.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Additional certifications such as CFA, CFP, or equivalent are an advantage.

Skills & Competencies:

  • Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
  • In-depth knowledge of wealth management products, investment strategies, and market dynamics.
  • Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
  • Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
  • Leadership skills, with experience in managing, mentoring, and motivating a team.
  • Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.

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