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Leader of Premier Client Solutions

2 weeks ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

We are seeking a seasoned professional to lead our Premier Client Group (PCG) Desk.

This individual will acquire, manage, and service Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

Key Responsibilities:
  • Client Acquisition & Business Development:
    • Acquire UHNWIs and HNWIs: Develop tailored wealth management strategies to meet their unique financial needs.
    • Promote and sell large portfolios, including PMS, AIF, bonds, mutual funds, and other investment products.
    • Build Relationships: Understand client financial goals and position our offerings as optimal solutions.
    • Develop and execute a comprehensive sales strategy to expand the PCG 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.
    • Regular Portfolio Reviews: 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 PCG desk and scale 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.
    • Market Knowledge: 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.
  • Sales & Performance Metrics:
    • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
    • Track Sales Performance: Regularly report sales metrics to senior management.
    • Analyze market trends and competitor offerings to identify new business opportunities and growth areas.
  • Compliance & Risk Management:
    • Ensure Compliance: Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
    • Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.
    • Risk Management: Align the team with risk management protocols and stay informed on market volatility and client risk tolerance.

Requirements:

  • 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.

Educational Background:

  • 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.
  • Financial Acumen: 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.
  • Ability to work under pressure and meet sales and business growth targets.

Personal Attributes:

  • Client-focused with a high level of professionalism and integrity.
  • Self-motivated, results-driven, and capable of operating independently as well as part of a team.
  • Entrepreneurial Mindset: Able to drive business growth in a competitive market.