Wealth Manager - Banking (7-25 yrs)

Exciting Career Opportunity: Wealth Manager Role

Are you passionate about building meaningful client relationships and delivering exceptional financial solutions? Our client is looking for Wealth Manager in Chennai, Coimbatore, Hyderabad, and Bangalore to make a difference by empowering High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) to achieve their financial aspirations.

Key Responsibilities:

Client Relationship Management:

- Build and nurture relationships with HNIs and UHNIs.

- Provide bespoke financial advice aligned with each client's goals, risk tolerance, and investment preferences.

Investment Advisory & Sales:

- Offer a diverse range of investment solutions, including equities, fixed income, structured products, alternative investments, and mutual funds.

- Develop robust asset allocation strategies to maximize returns while managing risks effectively.

Business Development:

- Drive client acquisition through networking, referrals, and strategic relationship-building activities.

- Create and execute plans to achieve individual and team revenue targets.

Market Expertise:

- Stay updated on market trends, financial products, and regulatory developments to provide informed guidance.

- Regularly review client portfolios and recommend adjustments to align with market changes.

Compliance & Documentation:

- Ensure adherence to regulatory and organizational compliance standards in all transactions and client interactions.

- Maintain detailed records of client meetings, financial plans, and portfolio updates.

Key Skills:

- Proven success in managing and growing wealth portfolios for HNIs and UHNIs.

- Deep understanding of financial products, investment strategies, and regulatory frameworks.

- Outstanding communication and interpersonal skills to build trust and foster long-term relationships.

- Strong goal-oriented mindset with a track record of achieving revenue and business targets.

- Analytical skills to interpret market trends and strategically align client portfolios.