Head of Wealth Management
3 days ago
Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the group has expanded into healthcare with Z Pharmaceutical and specialty pharmaceuticals with Diaitasure Global Private Limited, covering a range of products.
The group also founded Dekaepta Capital Private Limited to cater to HNI and Ultra HNI clients for wealth management, emphasizing education and training in financial services. Role Description This is a full-time on-site role for a Head of Wealth Management based in Bhubaneswar.
The Head of Wealth Management will be responsible for managing day-to-day client relations, developing investment strategies, overseeing financial planning and investment portfolios, and ensuring high standards of service for HNI and Ultra HNI clients. The role includes leading a dedicated team and collaborating with other departments to provide comprehensive financial solutions tailored to individual client needs. Qualifications Business Relationship Management and Client Handling skills
Expertise in Finance and Financial ServicesProficiency in Investment Management and InvestmentsStrong leadership and team management abilities
Excellent analytical and decision-making skills
Experience in wealth management and handling HNI/Ultra HNI clients
Relevant certifications (such as CFA, CFP) are a plus
Bachelor's or Master's degree in Finance, Economics, or a related field
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