Wealth Manager - Sales - Bank (5-8 yrs)

Job Title: Wealth Manager - Hyderabad

Location: Hyderabad, India

Experience: 5-7 Years

Industry: Wealth Management

Company Overview:

Join a leading Wealth Management company in Hyderabad that specializes in providing comprehensive financial services and investment solutions to high-net-worth individuals (HNWIs), families, and corporate clients. Our client-centric approach ensures tailored financial strategies to meet unique needs and long-term financial goals.

Role Overview:

We are seeking an experienced and dynamic Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management, excellent client relationship skills, and a deep understanding of financial markets and investment products. The Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth clients by offering personalized financial planning, investment advice, and wealth preservation strategies.

Key Responsibilities:

Client Relationship Management:

- Build and maintain strong relationships with high-net-worth clients.

- Understand clients' financial goals, risk tolerance, and investment preferences.

- Provide tailored financial solutions and investment strategies.

Investment Advisory:

- Develop and implement investment strategies to achieve clients' financial objectives.

- Monitor and review clients' investment portfolios and provide regular updates.

- Stay informed about market trends, economic developments, and new investment products.

Financial Planning:

- Conduct comprehensive financial planning, including retirement, estate, tax, and succession planning.

- Offer advice on wealth preservation and risk management.

Business Development:

- Identify and acquire new high-net-worth clients through networking, referrals, and industry events.

- Promote the company's wealth management services and products.

Compliance and Reporting:

- Ensure all client interactions and transactions comply with regulatory requirements.

- Maintain accurate and up-to-date records of client communications and transactions.

Qualifications and Skills:

- Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFP preferred).

- 5-7 years of experience in wealth management, financial planning, or investment advisory.

- Proven track record of managing and growing a portfolio of high-net-worth clients.

- Strong knowledge of financial markets, investment products, and wealth management strategies.

- Excellent interpersonal and communication skills.

- Ability to analyze complex financial data and provide actionable insights.

- Proficiency in financial planning software and CRM systems.

Benefits:

- Competitive salary and performance-based incentives.

- Health insurance and other employee benefits.

- Opportunities for professional development and growth.

- Collaborative and supportive work environment.

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and Please mention "Wealth Manager - Hyderabad" in the subject line.