Wealth Management Professional

2 weeks ago

Gurgaon, Haryana, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
UHNWI Portfolio Manager

This high-performing individual will drive the acquisition, management, and servicing of Ultra High Net Worth Individuals (UHNWIs) through bespoke wealth management solutions.

Key Responsibilities:
  • Drive UHNWI and HNWI client acquisition, developing tailored strategies to meet their unique financial needs.
  • Promote and sell large portfolios, including PMS, AIFs, bonds, mutual funds, and other investment products.
  • Build long-term relationships with clients, understand their financial goals, and position our offerings as optimal solutions.
  • Develop and execute a comprehensive sales strategy to expand business, leveraging personal networks, industry contacts, and market intelligence.
Client Relationship Management:
  • Serve as primary point of contact for UHNW clients, ensuring exceptional experiences across all touchpoints.
  • Provide timely and accurate solutions to client queries and concerns, ensuring high levels of satisfaction and retention.
  • Regularly meet clients to review 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 the PCG desk and scale business.
Investment Product Expertise:
  • Maintain deep understanding of various financial products, including PMS, AIFs, bonds, and mutual funds, and communicate 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.
Requirements:
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products, such as PMS, AIFs, bonds, mutual funds, and experience with stock market investments and algo trading.

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