Senior Wealth Manager - Banking

Role Overview:

- We are seeking a highly experienced and strategic Senior Wealth Manager to take charge of our India-based client book.

- This role involves managing existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients while driving business growth by acquiring new clients and expanding assets under management (AUM).

- The ideal candidate will possess deep expertise in investment products, financial planning, and relationship management, with a proven track record in wealth management.

Key Responsibilities:

Client Management & Advisory:

- Develop and implement tailored investment strategies aligned with clients financial goals, risk appetite, and market conditions.

- Proactively monitor client portfolios, conduct periodic reviews, and recommend adjustments to optimize performance.

- Ensure superior client servicing by addressing queries, resolving concerns, and providing timely market insights.

Business Growth & AUM Expansion:

- Build a robust network of referrals, partnerships, and strategic alliances to drive client acquisition.

- Leverage market intelligence to identify opportunities for upselling and cross-selling investment solutions.

- Collaborate with internal teams to design and implement strategies that enhance revenue generation.

Investment & Market Expertise:

- Stay updated with financial market trends, regulatory changes, and new investment opportunities.

- Provide insights on equity, fixed income, alternative investments, and other asset classes.

- Independently analyze and identify the right investment products to structure customized portfolios

for clients.

Compliance & Risk Management:

- Conduct due diligence and risk assessments for new and existing client investments.
- Maintain accurate records, documentation, and reports to support compliance and audit requirements.

Key Qualifications & Skills:

- Strong knowledge of investment products, portfolio management, and financial planning.

- Proven track record of managing HNW/UHNW clients and growing AUM.

- Excellent relationship management and business development skills.

- Deep understanding of the Indian financial market, taxation, and regulatory environment.

- Strong analytical, problem-solving, and negotiation skills.

- Relevant certifications (CFP, CFA, NISM, or equivalent) preferred.

- Detailed Review Reports for existing clients and new clients onboard.

Why Join us?

- High-growth, entrepreneurial environment with strong leadership backing.