Executive Director of Financial Planning

2 days ago

Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 65,00,000
Job Title

The role of Senior Vice President of Wealth Management is a senior-level position that involves overseeing the management of high-net-worth and ultra-high-net-worth clients.

This individual will be responsible for building and maintaining relationships with clients, providing them with investment advisory services and wealth management solutions.

Key Responsibilities
  • Client Acquisition & Relationship Management:
    • Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
    • Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
    • Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
  • Wealth Advisory & Solutions:
    • Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
    • Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
    • Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
  • Business Growth & Revenue Generation:
    • Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
    • Drive cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite.
    • Leverage existing relationships to grow client base through referrals and networking.
  • Compliance & Risk Management:
    • Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
    • Maintain transparent, ethical, and client-centric practices.
    • Minimize operational and investment risks by adhering to company policies and compliance standards.

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