Senior Wealth Manager/ Consultant

Role Overview:

We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions.

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.