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Financial Services Professional
2 weeks ago
Job Title: Senior Wealth Manager
Key Responsibilities- Cultivate and manage high net worth clients to achieve long-term wealth growth and foster strong relationships.
- Maintain an asset under management (AUM) of INR 50 Cr and above, consistently meeting revenue and AUM targets.
- Offer comprehensive investment advisory services across equity, mutual funds, portfolio management services, alternative investment funds, non-convertible debentures, bonds, and structured products.
- Develop a deep understanding of client risk profiles and recommend tailored financial solutions to meet their needs.
- Ensure seamless client servicing by collaborating with internal product, research, and operations teams.
- Minimum 5-6 years of experience in wealth management, preferably with expertise in private banking or wealth management.
About the Role:
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with HNIs and UHNIs. They should be well-versed in investment products and have a deep understanding of market trends and dynamics. The selected individual will play a crucial role in driving business growth and contributing to the company's success.
What We Offer:
We provide a dynamic and challenging work environment that fosters professional growth and development. Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives.
