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Head of Circle Wealth Creation

2 weeks ago

Ahmedabad, Gujarat, India Waytogo Consultants Full time
About the Role

We are looking for an experienced professional to take on the challenge of developing and executing the circle's wealth management strategy at Waytogo Consultants.

Key Responsibilities
  • Wealth Management Strategy Development: Collaborate with stakeholders to design and implement a strategic approach to wealth management, driving revenue growth and enhancing client satisfaction.
  • Sales Growth: Identify opportunities to increase sales of wealth products and services, leveraging market analysis and competitor intelligence.
  • Client Engagement: Develop and maintain strong relationships with HNW and UHNW clients, providing tailored wealth solutions and advice.
  • Team Leadership: Lead and manage a team of professionals, focusing on individual development and team performance.
Requirements

To excel in this position, you will need:

  • Extensive experience in wealth management or a related field.
  • Proven track record of developing and implementing successful strategies.
  • Exceptional leadership and communication skills.
  • Ability to analyze complex data and make informed decisions.
What We Offer

We provide a dynamic work environment, excellent compensation, and opportunities for career growth and development.