Head of Wealth Management Solutions

2 days ago

Jodhpur, Rajasthan, India beBeeFinancial Full time ₹ 2,50,00,000 - ₹ 3,50,00,000
Job Description

We are seeking an experienced professional to lead our UHNWI and HNWI Distribution Team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs) by offering wealth management solutions.

Key Responsibilities:Client Acquisition & Business Development:
  • Acquire UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
  • Promote and sell large portfolios, including PMS and AIF, bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position our offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
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.
  • Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
  • Cross-sell a wide range of financial products to existing clients, maximizing business opportunities.
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.
  • Actively recruit and onboard additional team members to expand the business.
  • Set clear performance goals for team members and provide regular coaching and development opportunities.
Investment Product Expertise:
  • Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
  • Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
  • Have hands-on experience with stock market trading, including an understanding of algorithmic trading strategies.
  • Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.
Required Skills & Qualifications:
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • 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.
  • Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.
Benefits:
  • Opportunity to work with a reputable organization in the wealth management industry.
  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities.
  • Collaborative and dynamic work environment.
Others:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Additional certifications such as CFA, CFP, or equivalent are an advantage.
  • Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.
  • Ability to work under pressure and meet sales and business growth targets.
  • Excellent communication, negotiation, and interpersonal skills, with the ability to build trust with clients.

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