Job Description for UHNI Wealth Advisors

BLUEi Consulting is an IIM alumnus venture and we assist professionals find their dream job place and help organizations find the right talent at the right time. We believe in delivering the highest level of customized service, working in tandem with clients and professionals and maintaining an ongoing communication throughout each and every phase of the process. Our motivation lies in seeing the organizations grow due to the growth driven by the professionals we refer.
Our client, has grown to become one of the leading financial groups in India. Its wide network spans more than 400 branches across India, Dubai and New York and an additional 300+ franchisees across the country. The drivers of this stellar performance have been the group's ability to manage a huge number of client interactions for its retail customers while still being able to address the specialised needs of High Networth Individuals (HNIs). All this has been built upon the group's unwavering commitment to integrity and transparency in all its dealings - a fact almost all of their customers attest to. Out of this very culture of success emerges our CLIENT.

The management team consists of professionals with pedigreed academic records and in-depth expertise in the wealth management field. This dynamic team is committed to ensuring that our CLIENT becomes the most sought after Wealth Advisor for high net-worth individuals requires wealth advisors catering to the ultra high net worth clients.

The job summary is detailed below:
Pre-Requisites:
    * Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above
    * Experience of advising clients across asset classes
    * Current book size of 50+crs
    * Strong analytical skills and ability to work in teams.
    * Strong communication and relationship management skills.

Job Profile
    * The relationship manager will be responsible for acquiring and maintaining client relationships using the CLIENT Private Wealth platform
    * Track the Ultra HNI segment in the market for new client acquisition
    *  Deepening  existing relationships
    * Advising Ultra HNI clients on their Investments and managing their overall financial portfolio
    * To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios
    * Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes
    * To coordinate with product and research team for taking investment decision for the clients.
    * To conduct and assist in organizing seminars, workshops and other business development activities.
    * To prepare the MIS reports in the specified formats

 
Qualifications:
    * 4+ years of relevant work experience in the financial industry preferred  
    * An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management
    * Other qualifications like CFP will be an advantage
    * Candiadtes working with very reputed wealth management firms will be preffered

 
Location: Mumbai
 
CTC: Not a constraint for deserving candidates.
 
No of Position: 5
 
Interested candidates please send resume to contact@blueiconsulting.com. Please add in subject line 'UHNI-Mumbai'.
 
Thanks & Regards
Prashant