Verneso - Wealth Manager (3-5 yrs)

Looking for 3 - 5 Years of experience in Wealth Management:

We are seeking a highly motivated and experienced Wealth Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). You will provide tailored financial advice, offer a range of investment products, and ensure optimal asset allocation strategies to maximize returns while managing risks effectively.

Key Responsibilities:

Client Relationship Management:

- Build and maintain strong relationships with HNI and UHNI clients.

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

- Provide personalized financial advice and recommendations.

- Manage and grow a portfolio of HNI and UHNI clients.

Investment Advisory & Sales:

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

- Develop and implement customized investment strategies aligned with clients' financial objectives.

- Conduct regular portfolio reviews and provide updates on market trends and investment performance.

Business Development:

- Acquiring and onboarding new HNI and UHNI clients through networking, referrals, and other business development activities.

- Develop and execute strategies to meet individual and team revenue targets.

Market Expertise:

- Stay up-to-date with market trends, financial products, and regulatory developments.

- Conduct in-depth research and analysis to identify investment opportunities and risks.

- Provide insightful market commentary and forecasts to clients.

Compliance & Documentation:

- Ensure all client interactions and transactions adhere to regulatory and organizational policies.

- Maintain accurate records of client meetings, financial plans, and investment activities.

Key Skills & Qualifications:

- Proven track record of managing and growing wealth portfolios for HNIs and UHNIs.

- In-depth understanding of financial products, investment strategies, and regulatory

- Excellent communication and interpersonal skills to build strong client relationships.

- Strong analytical and problem-solving skills to identify investment opportunities and manage risks effectively.

- Goal-oriented mindset with the ability to meet and exceed revenue targets.

- Proficiency in financial analysis tools and software.

- Mandatory NISM V - A and NISM XXI A Certifications.