Senior Wealth Manager - Family Offices - BFSI (8-14 yrs)

Senior Wealth Manager - Family Offices - BFSI

Job Description:

- The job would require the candidate to meet clients (family offices and Ultra-High-Net-Worth Individuals), understand their financial/investment objectives and risk appetite, and recommend appropriate products.

What is the role's objective?

- Establish, grow, and manage investment relationships with clients.

- Be the primary client contact and trusted investment advisor.

- Deepen existing client relationships by providing appropriate investment advice and solutions.

- Acquire new clients through market intelligence & engagements.

- Drive sales of company products to suitable client portfolios.

- Share market updates and house views to clients on a timely basis.

- Update clients on their investments and their performance.

- Leverage existing client relationships and other sources to acquire new clients.

- Recognize changes in the client's/ market environment which may present opportunities.

- Enhance client experience through strong relationship management.

What skills do you need to possess?

- Superior understanding of Markets and Products.

- Strong knowledge of different asset classes.

- Experience in providing investment advice and solutions.

- Strong interpersonal and communication skills.

- Good Analytics Skills.

- Digital Mindset.

What is the prior experience needed?

- 8 to 14 Years of experience.

What qualification/s you should have?

- Master's in business administration or any equivalent degree.