Executive Director of Wealth Solutions

4 days ago

Varanasi, Uttar Pradesh, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

We are seeking an exceptional leader to spearhead our wealth management division. As a seasoned professional, you will be responsible for leading a high-performing team of relationship managers and client servicing professionals.

Your primary focus will be on acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

Key Responsibilities:
  • Client Acquisition & Business Development:
    • Drive the acquisition of 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 our 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 our team and scale our 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, and leverage this knowledge to guide clients in structuring their investment portfolios.
    • 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.
    • Regularly track and report sales performance, client acquisition, and retention metrics to senior management.
    • Analyze market trends and competitor offerings to identify new business opportunities and growth areas.
  • Compliance & Risk Management:
    • 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.
    • Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.

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