Job Description: A reputed Wealth Management Company located in United States of America is keen to hire ambitious CFA / CA / MBA professionals with atleast 5+ years of experience, for the role of Senior Wealth Manager. The selected candidate will work from home under Company payroll until the Visa is approved and thereafter work from Company's office in Chicago. Company Profile : Our client is a reputed Wealth Management Company with over 20+ years in operations in United States of America. The Company provides diversified financial planning services including wealth planning, estate planning, portfolio management, and counts over 2000+ high net worth individuals and corporations as its clients. The Company currently operates assets worth over USD 250 million and is headquartered in Chicago, USA. Role: Senior Wealth Manager No. of Positions : 3 Roles and Responsibilities : - The selected candidate will play a pivotal role in client management and would work with the management of the Company in driving company growth strategies. - Leading the Investment Advisory set up for the firm by taking all necessary regulatory approvals and recruiting the related team to set this business. - Setting up of Investment and Compliance processes which are prevailing in the industry and ensuring smooth functioning of same in the Company. - Supporting the Product and Research team in evaluating new investment opportunities through market research, product reviews and maintaining firms' relationship across various product partners by ensuring regular meetings and reviews. - Following and improving the wealth (listed and unlisted) product creation, curation and review for the Company. - The role involves identifying and onboarding wealth products from existing and new product tie ups, presenting the product features, risk reward and portfolio suitability to the Investment committee, reviewing the existing product portfolio. - Taking lead and doing quarterly portfolio reviews across client portfolios. Candidate Skills and Qualifications - Education requirement - CFA / CA / CPA / MBA from a reputed management school. - Minimum 5+ years of experience of working in Founder's office, wealth management firm, portfolio management firm. - Experience in client management. - Capability to comprehend and present business ideas and proposals in explainable excel models, ability to understand the nuances of existing proprietary product analysis tools and parameters and use it to get desirable review outputs on products. - High leadership skills and excellent communication and management skills required. Compensation: USD 80,000 - 1,00,000 Per Annum + Performance Bonus Perks and Benefits : - H1B Visa - One way flight ticket - Insurance and other mandatory benefits as required under law. Career Path: The Company appreciates candidate with good business acumen and wealth management talent. Selected candidates proving to be excellent asset to the Company will be given profit-sharing and equity stake in the Company in future. Contact Details: For more details on this vacancy, contact Akshara or +91 91060 08934

Overseas/International

Others

Senior Wealth Manager 

Senior Wealth Manager  ,Job Description for Senior Wealth Manager  in HireGenie in  Overseas/International Others for (5-8) years of experience. Apply Now!

Job Description for Senior Wealth Manager  in HireGenie in  Overseas/International Others for (5-8) years of experience. Apply Now!