Wealth Manager

Full Time

Wealth Manager

• JOB CODE :

• 
  Mumbai, Pune, Nagpur, Indore, Vadodara, Ahmedabad, Hyderabad, Chennai, Warangal, Vishakhapatnam, Vijayawada, Bangalore, Kochi, Kolkata, Bhubaneswar, Coimbatore, Chandigarh, Delhi, Gurgaon, Noida, Jaipur

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Job Description :

We are actively seeking an experienced and dynamic Bank Branch Manager with a strong background in Wealth Management, High Net Worth Individual (HNI) handling, Portfolio Management Services (PMS), Mutual Funds, and various investment products. The successful candidate will lead a team to deliver exceptional financial services and drive business growth. This position is open for multiple locations across India.

Duties & Responsibilities:

Wealth Management:

• 
  Develop and implement strategies for wealth management services to meet client needs.
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  Provide financial planning advice and investment solutions to high net worth individuals.

HNI Handling:

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  Manage relationships with High Net Worth Individuals, understanding their financial goals and risk tolerance.
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  Offer personalized financial solutions and investment options to HNI clients.

Portfolio Management Services (PMS):

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  Oversee and administer Portfolio Management Services, ensuring compliance with regulatory guidelines.
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  Collaborate with investment professionals to optimize portfolio performance.

Mutual Fund Advisory:

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  Provide expert advice on mutual fund investments and guide clients in building diversified portfolios.
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  Stay updated on market trends and recommend suitable mutual fund products.

Investment Products:

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  Offer a comprehensive range of investment products, including equities, fixed income, and structured products.
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  Keep abreast of new financial products and market developments.

Team Leadership:

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  Lead and motivate a team of financial advisors and support staff.
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  Provide coaching and training to enhance team performance.

Client Relationship Management:

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  Foster strong client relationships through regular communication and personalized service.
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  Address client queries, concerns, and provide timely solutions.

Compliance and Risk Management:

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  Ensure adherence to regulatory requirements and internal compliance policies.
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  Mitigate risks related to financial transactions and client portfolios.

Minimum Qualifications:

• 
  Bachelor’s degree in Finance, Business, or a related field. MBA in Finance is a plus.
• 
  Minimum of 5 years of experience in a banking or financial institution, with a focus on wealth management.
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  Proven track record in managing High Net Worth Individual portfolios and delivering financial advisory services.
• 
  In-depth knowledge of Portfolio Management Services, Mutual Funds, and various investment products.
• 
  Strong understanding of market trends, economic indicators, and financial regulations.
• 
  Excellent communication, interpersonal, and leadership skills.
• 
  Relevant certifications (e.g., AMFI, NISM) are desirable.
• 
  Customer-focused mindset with a passion for delivering exceptional service.

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