Wealth Manager

Description:

Key Responsibilities:

- Client Management: Acquire new HNI/UHNI and corporate clients and build strong, trusting relationships based on their financial goals and risk tolerance.

- Financial Planning: Analyze client situations, develop personalized wealth management plans, and provide advisory services including investment, retirement, and tax planning.

- Portfolio Management: Manage diverse investment portfolios across equities, mutual funds, PMS, AIF, bonds, structured products, and insurance, ensuring they align with market conditions and client objectives.

- Sales: Achieve sales and revenue targets by cross-selling the firm's products and services to increase "share of wallet".

- Compliance & Market Knowledge: Stay informed on market trends, regulations (NISM, AMFI, IRDA), and best practices to provide compliant and timely advice.

- Collaboration: Work with internal teams like research analysts and tax advisors for comprehensive solutions.

Required Skills and Qualifications:

- Education: Bachelor's or Master's in Finance, Economics, Business Administration, or a related field.

- Experience: Minimum 3 years in wealth management or financial services, with experience in HNI client acquisition and meeting sales targets.

- Skills: Strong understanding of capital markets and investment products, along with excellent analytical, problem-solving, and communication abilities.

- Certifications: CFP or CFA certifications are preferred; NISM certification may be required.

Preferred Qualifications:

- Experience with HNI clients and their specific needs.

- Knowledge of local tax laws and financial planning strategies.

- An existing book of AUM or strong local HNI/UHNI connections is a significant advantage