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