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Senior Wealth Management Leader

1 week ago

Surat, Gujarat, India upGrad Rekrut Full time
Job Overview
UpGrad Rekrut is seeking a seasoned professional to lead our wealth management initiatives. The ideal candidate will possess extensive experience in managing teams and driving business growth.

About the Role
The Senior Wealth Management Leader will be responsible for leading all wealth management activities within assigned territories, ensuring revenue and market share goals are met. Key responsibilities include client engagement, relationship management, market research, financial planning, and reporting.

Key Responsibilities
- Lead client engagement and relationship management
- Conduct market research and analysis
- Develop and implement financial plans and reports
- Collaborate with Relationship Managers to support client portfolios and execute wealth management strategies

Requirements
- Minimum 10 years of experience in wealth management
- Proven track record of team leadership and business growth
- Strong understanding of financial markets and investment products

Eligibility Criteria
- Candidates must have prior experience in wealth management
- Eligible candidates can be from stock broking, wealth management, or banking wealth division

Locations
Surat, Ahmedabad, and Vadodara