Wealth Manager - UHNI (5-15 yrs)

For a leading Multi Family Office Wealth Management firm, looking for expansion.....

Hiring Wealth Manager ( having own book.. role is acquisition+ consulting )

Main KRA's will be in New Client Acquisition /Book acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients independently with Founding team/setting up his team or with a senior team leader

- Growing share of wallet of the client's total portfolio

- Understanding the client's needs and be able to advise effectively on portfolio decisions and suitable investment ideas

- Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

Desired Profile: Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should preferably carry his/ her own base of clients who can be introduced to the Client Associates proposition

- Should have an excellent network of clients and prospects who can be tapped for business

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

Average ticket size should be 1 CR +