Playing Captain Wealth

20 hours ago

Mumbai, Maharashtra, India Synergy HR Consultancy Full time ₹ 20,00,000 - ₹ 25,00,000 per year

As a Playing Captain - Wealth (Pan India) based in Mumbai at Synergy HR Consultancy, your role involves leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing financial consulting. It is essential to coordinate with different departments to ensure seamless service delivery and adherence to regulatory requirements. Key Responsibilities: - Lead wealth management teams and develop wealth management strategies - Ensure achievement of financial targets - Manage client relationships and oversee investment portfolios - Provide financial consulting - Coordinate with different departments for seamless service delivery and regulatory compliance Qualifications: - Strong leadership skills and experience in wealth management - Proven track record in client relationship management and financial consulting - In-depth knowledge of investment strategies and portfolio management - Excellent analytical and problem-solving skills - Ability to work collaboratively with different teams and departments - Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus - Excellent written and verbal communication skills - Strong ethical foundation and commitment to regulatory compliance,

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