Wealth Management Strategist

1 day ago


Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
Job Summary:

The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.

Key Responsibilities:
  • Business Establishment:
    • Develop and implement strategies to launch and grow the wealth management business.
    • Hire and train a team of wealth managers to deliver high-quality financial advisory services.
  • Team Management:
    • Build and lead a team of Team Leads and Relationship Managers (RMs).
    • Develop and manage the relationship database, driving the generation of fresh leads through referrals to expand the client base.
  • Client Relationship Management:
    • Develop and nurture long-term relationships with key and potential investors to secure repeat business.
    • Leverage existing HNI connections to establish a strong foundation for the wealth management division.
  • Business Development:
    • Conceptualize and execute events, conferences, and product sessions for investors to enhance brand awareness and client engagement.
Requirements:

The ideal candidate will have:

  • A strong background in wealth management.
  • Exceptional leadership capabilities.
  • A proven track record in team management and business development.
  • Strong communication and interpersonal skills.
Salary:

The estimated salary for this role is ₹1,200,000 - ₹1,500,000 per annum, depending on experience.



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