Wealth Manager for High Net Worth Individuals

4 weeks ago


Mumbai, Maharashtra, India i-Qode Digital Solutions Private Limited Full time
Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs).

Key Responsibilities:
• Acquiring new clients and managing their investment portfolios
• Providing high-quality customer service and achieving sales targets
• Comprehensive financial planning and investment advisory
• Ensuring a seamless client experience with a focus on various financial products such as Mutual Funds, Insurance, Bonds, Alternate Investment Funds (AIF), and Portfolio Management Services (PMS)

Requirements:
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Advanced degrees (e.g. MBA, MS in Finance) preferred
• Professional certifications such as CFP (Certified Financial Planner) or similar credentials are highly desirable
• Minimum 3 to 5 years of experience in wealth management, financial planning, or investment advisory roles
• Proven track record of successfully acquiring and managing portfolios for HNIs and delivering personalized financial solutions
• Demonstrated success in client acquisition, business development, and achieving sales targets

Working Conditions:
• This role typically operates in a professional office environment with frequent client meetings
• Some travel may be required for client consultations and industry events

Performance Metrics:
• Number of new HNI clients acquired
• Client satisfaction and retention rates
• Growth of assets under management (AUM)
• Achievement of client financial goals
• Achievement of sales targets
• Compliance with regulatory requirements

Benefits:
• Competitive salary and performance-based incentives
• Comprehensive benefits package including health insurance, life insurance, provident funds, etc.
• Professional development opportunities and support for continuing education and learning

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