Senior Wealth Manager

Role Overview:

We are seeking a highly experienced and results-driven

Key Responsibilities:

• Client Advisory & Relationship Management:

• Manage and grow a portfolio of

  HNW & UHNW clients

  by providing

  tailored investment strategies

  and financial planning solutions.

• Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction.

• Conduct regular portfolio reviews and rebalancing based on market trends and client objectives.

• Investment Strategy & Portfolio Management:

• Develop, implement, and monitor

  comprehensive wealth management strategies

  aligned with client goals.

• Stay updated with financial market trends, regulatory changes, and investment products.

• Offer guidance on asset allocation, tax optimization, estate planning, and risk management.

• Business Development & Revenue Generation:

• Identify new business opportunities, acquire new clients, and expand the companys market share.

• Develop strong referral networks through partnerships, events, and client recommendations.

• Work towards achieving

  revenue and AUM (Assets Under Management) targets.

• Compliance & Risk Management:

• Ensure strict compliance with

  SEBI regulations, RBI guidelines, and company policies.

• Conduct due diligence and risk assessments for clients investment portfolios.

• Maintain accurate client records, KYC compliance, and periodic financial reviews.

• Team Collaboration & Leadership:

• Work closely with research analysts, investment teams, and other departments to deliver superior client solutions.

• Mentor and support junior wealth managers in developing their skills and expertise.

Key Qualifications & Skills:

• 10-20 years

  of experience in

  wealth management, Investment Banking, or financial advisory.

• Strong knowledge of

  investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning.

• Excellent

  networking and business development

  skills with a proven track record in client acquisition.

• CFP, CFA, CA, or MBA (Finance) from Tier 1 College

  preferred.

• Proficiency in financial tools, CRM platforms, and Excel-based financial modeling.

• Exceptional communication, interpersonal, and presentation skills.

Compensation & Benefits:

• Competitive

  fixed salary + performance-based incentives.

• Comprehensive benefits package

  (health insurance, retirement plans, etc.).

• Opportunities for career growth and leadership roles.