Senior Wealth Manager - HNI Acquisition (2-15 yrs)

Senior Wealth Manager - HNI Acquisition

Position Overview:

- As a Senior Wealth Manager , you will be pivotal in expanding HNI's client base and contributing to the company's ambitious growth trajectory.

- This position represents a unique opportunity to leverage research-driven investment philosophy and a strong track record to create lasting wealth for discerning investors.

- The role exists to bridge sophisticated investment solutions with high-net-worth individuals' wealth-creation objectives.

- Your success will directly impact the company's market presence and its mission to become the trusted wealth-creation partner for India's affluent investors.

Key Responsibilities:

- Develop and execute strategies to acquire HNI/UHNI clients with a minimum investment capacity of - 50 lakhs

- Conduct detailed financial needs analysis and risk profiling to create tailored investment proposals

- Present and explain equity-based investment products and portfolio management services to prospective clients

- Build and maintain long-term relationships with clients through regular portfolio reviews and investment updates

- Achieve monthly business targets while maintaining the highest standards of compliance and client service

- Collaborate with the research team to understand investment strategies and effectively communicate them to clients

- Provide regular market insights and portfolio performance updates to clients

Critical Success Factors:

- Achieve and maintain a minimum AUM of - 20 crores within the first year

- Establish a high-quality HNI client portfolio with an average ticket size of - 50 lakhs or higher

- Maintain client retention rate above industry standards

- Generate qualified referrals from existing client relationships

- Achieve monthly acquisition targets while maintaining portfolio quality standards

Education and Experience:

-Graduate/Post-graduate degree in Finance, Economics, or related field

- 2-15 years of proven sales experience in financial products (Equity/Mutual Funds/PMS/AIF)

- Demonstrated track record of managing AUM of - 20 crores or higher

- Strong network within the HNI/UHNI segment

Essential Skills and Competencies:

Technical Skills:

- In-depth understanding of equity markets and investment products

- Proficiency in financial planning and portfolio analysis

- Strong knowledge of market regulations and compliance requirements

- Excellent presentation and financial modelling skills

Leadership Qualities:

- Exceptional relationship-building abilities

- Strong business acumen and entrepreneurial mindset

- Self-starter with high levels of initiative and drive

- Excellence in client communication and presentation

- Ability to work under pressure and meet challenging targets

- High ethical standards and integrity

- Strong analytical and problem-solving skills