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34 Senior Wealth Manager Jobs

Wealth Manager / Senior Wealth manager

3-8 years

Hyderabad / Secunderabad, Chennai

10 vacancies

Wealth Manager / Senior Wealth manager

Sundaram Finance

posted 20d ago

Job Description

Role & responsibilities

  • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
  • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
  • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products.
  • Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
  • Support senior managers in executing growth strategies and achieving revenue targets.
  • Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM
  • Drive business growth by acquiring new clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise

Preferred candidate profile

  • Postgraduate degree in Finance, Economics, or related fields (e.g., MBA)
  • Relevant certifications (NISM, AMFI, CFP) are highly preferred.

Technical Skills

  • Proficiency in financial analysis, portfolio management, and advisory services.
  • Good understanding of regulatory requirements and market dynamics

Key Performance Indicators (KPIs)

  • Drive AUM growth and maximize revenue from client portfolios.
  • Maintain strong client retention, solid satisfaction scores, and foster client referrals.
  • Support in executing business development plans by meeting and client acquisition targets set as part of the overall strategy
  • Act as the primary relationship holder, addressing clients' holistic financial management needs including investments, lending, and insuranceby leveraging subject matter experts from the group.
  • Support team efforts and contribute to overall organizational objectives

Experience: 3-12 years


If interested, kindly share your resumes to amirthaa@sundaramfinance.in



Employment Type: Full Time, Permanent

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What Senior Wealth Manager at Sundaram Finance are saying

What Sundaram Finance employees are saying about work life

based on 862 employees
51%
42%
59%
100%
Flexible timing
Monday to Saturday
Within city
Day Shift
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Sundaram Finance Benefits

Job Training
Soft Skill Training
Health Insurance
Education Assistance
Free Transport
Cafeteria +6 more
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Chennai Office
Headquarter
Sundaram Finance Limited, Regd. Office: 21, Patullos Road, Chennai Chennai
600002
Chennai Office
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Sundaram Finance Limited, 21, Patullos Road Chennai
Tamil Nadu 600002

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