Wealth Management Director

1 day ago

Tirupati, Andhra Pradesh, India beBeeDirector Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Findoc is seeking a seasoned professional to lead its Premier Client Group (PCG) Desk. The ideal candidate will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

This role requires a deep understanding of financial products such as PMS, AIFs, bonds, mutual funds, and stock market offerings, including algo trading. The successful candidate will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth.

The Key Responsibilities include:

  • 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 (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.

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.

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.

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.

Skills & Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Additional certifications such as CFA, CFP, or equivalent are an advantage.
  • 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.

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.

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