Wealth Manager/Senior Wealth Manager

We're currently hiring for one of the reputed Wealth Management Group for the below roles-

1. Wealth Relationship Managers (5-10 years experience) -

2. Wealth Team Leader (10-20 years experience)

Locations: Delhi / Kolkata / Bangalore / Mumbai

Note: The roles are Acquisition and Advisory both.

Responsibilities:

- Manage investment portfolios of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

- Provide personalized investment advice and financial planning services to clients.

- Develop and implement investment strategies tailored to individual client goals and risk profiles.

- Monitor and evaluate market trends, economic indicators, and investment opportunities.

- Execute trades and rebalance portfolios in accordance with client objectives and market conditions.

- Build and maintain strong relationships with existing clients, ensuring high levels of satisfaction and retention.

- Proactively identify and pursue opportunities to expand client base through client referrals, networking, and targeted outreach efforts.

- Conduct thorough client reviews and financial assessments to identify additional wealth management needs.

- Stay updated on industry developments, regulatory changes, and best practices in wealth management.

Qualifications:

- Degree in Finance, Economics, Business, or related field.

- Proven track record of successfully managing investment portfolios for HNI and UHNI clients.

- Strong understanding of financial markets, investment products, and wealth management principles.

- Excellent communication, interpersonal, and relationship-building skills.

- Ability to work independently and as part of a team in a fast-paced environment.

- Proficiency in financial analysis tools and software.