Senior Wealth Manager/ Consultant

5 days ago

Pune, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role Overview:

We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions.

Key Responsibilities:

  • Client Advisory & Relationship Management:

  • Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions.

  • Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction.

  • Conduct regular portfolio reviews and rebalancing based on market trends and client objectives.

  • Investment Strategy & Portfolio Management:

  • Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals.

  • Stay updated with financial market trends, regulatory changes, and investment products.

  • Offer guidance on asset allocation, tax optimization, estate planning, and risk management.

  • Business Development & Revenue Generation:

  • Identify new business opportunities, acquire new clients, and expand the companys market share.

  • Develop strong referral networks through partnerships, events, and client recommendations.

  • Work towards achieving revenue and AUM (Assets Under Management) targets.

  • Compliance & Risk Management:

  • Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies.

  • Conduct due diligence and risk assessments for clients' investment portfolios.

  • Maintain accurate client records, KYC compliance, and periodic financial reviews.

  • Team Collaboration & Leadership:

  • Work closely with research analysts, investment teams, and other departments to deliver superior client solutions.

  • Mentor and support junior wealth managers in developing their skills and expertise.

Key Qualifications & Skills:

  • 10-20 years of experience in wealth management, Investment Banking, or financial advisory.
  • Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning.
  • Excellent networking and business development skills with a proven track record in client acquisition.
  • CFP, CFA, CA, or MBA (Finance) from Tier 1 College preferred.
  • Proficiency in financial tools, CRM platforms, and Excel-based financial modeling.
  • Exceptional communication, interpersonal, and presentation skills.

Compensation & Benefits:

  • Competitive fixed salary + performance-based incentives.
  • Comprehensive benefits package (health insurance, retirement plans, etc.).
  • Opportunities for career growth and leadership roles.

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