Partner-Wealth Management

InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a focus on Artificial Intelligence & Human Intelligence (HiAi), and client-centric service, we aim to help our clients achieve their financial goals and secure their financial futures.

Some of Our Mile Stones & Achievement Include :-

• InvesTek is India's fastest growing fintech firm backed by leading Private Equity Firm based out of Singapore.

• We are the only AI Based Predictive Analytics Tech Firm who provides 360-degree financial solutions (Customized Solutions in Wealth Management, Investments Banking, Insurance, Credit Solutions, Start Up Advisory & Tax Advisory) with the blend of Cutting-edge AI and Human Intelligence program (HiAi)

• Overall, we manage more than 1400 Crores+ of Assets under Management & 3500 Crore Assets under Advisory, having more than 800+ clients across 5 cities with 75+ professionals.

• We are Financial Advisor for companies like HPCL, CSK, OYO, HDB, Crick Hero, KAREXPERT etc..

Responsibilities

This is a full-time role as a Partner-Wealth Management at InvesTek. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio, monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM (Asset Under Management) & Revenue for these Clients, collaborating with cross-functional teams to enhance Knowledge & client experience.

Relationship Management and Client Acquisition & Cross Selling Wealth Products

• Develop and maintain strong relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.

• Understand clients' financial goals, risk tolerance, and preferences to develop customized wealth management strategies.

• Conduct regular reviews with clients to assess progress towards goals and make necessary adjustment to their financial plans.

• Cross Selling & generating revenue from Wealth Products such as Insurance, Mutual funds, Bonds, PMS, AIF, Private Equity etc.

• Accomplishing basic expected Business targets for the Month, Quarter & Financial year, for AUM & Revenue numbers.

• Conducting Client Acquisition events.

Financial Planning and Analysis

• Conduct thorough financial analyses to assess clients' current financial situations, including assets, liabilities, income, and expenses.

• Develop comprehensive financial plans that encompass investment management, retirement planning, estate planning, tax optimization, and risk management.

• Utilize financial planning software and tools to model various scenarios and strategies to optimize clients' wealth accumulation and preservation.

Investment Management

• Develop and implement investment strategies tailored to clients' objectives, risk tolerance, and time horizon.

• Monitor financial markets and economic trends to identify opportunities and risks that may impact clients' portfolios.

• Perform due diligence on investment products, including equities, fixed income, alternative investments, and mutual funds, to construct well-diversified portfolios.

Wealth Preservation and Risk Management

• Implement risk management strategies to protect clients' wealth against market volatility, inflation, and unforeseen events.

• Advise clients on insurance products, including life insurance, long-term care insurance, and liability insurance, to mitigate risks and preserve wealth for future generations.

Compliance and Regulatory Adherence

• Ensure compliance with all regulatory requirements and internal policies governing the provision of financial services and advice.

• Maintain accurate records of client interactions, financial plans, and investment recommendations in accordance with regulatory standards.

Collaboration Across Business Vertical

• Assist in improving research quality fund recommendations to the Product & Investment Research team.

• Detailed analysis reports on companies, sector, and on industry.

• Coordination with various internal teams like Investment Banking, Lending, Insurance and Private Equity to offer complete solutions to Individuals and Institutions.

Qualifications

• Financial Markets product knowledge, having passion for Managing UHNW Clients Portfolio.

• 5+ yrs of expertise in managing HNW Clients having experience in the field of Wealth Management, Banking & Financial Services

• Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment

• Business understanding of new client acquisitions

• Sales skills with excellent negotiation, presentation and client acquisition skills

• Understanding of recent technologies in Financial Markets & Business.

• Deal closure and execution skills

• Strong cross - cultural awareness and interpersonal skills

• High degree of integrity, ethical conduct, and professionalism

• Bachelor's degree in finance, Business Administration, Economics, or related field, Master's degree or CFA Charter holder is a plus

• Understanding of recent technologies in Financial Markets & Business.

• High degree of integrity, ethical conduct, and professionalism