Job Description

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues while delivering superior service to our clients. Primary Skills Required:- Wealth Management- Portfolio Management- HNI Client Handling- Lead GenerationKey Responsibilities:- Managing the Profit & Loss (PL) of the region and strategically building market share- Addressing the investment requirements of HNI and UHNI clients through an exclusive product bouquet and superior service delivery.- Assisting clients in achieving their short-term and long-term investment goals through proper profiling and offering various investment products.- Developing and implementing marketing plans to acquire new customers in the corporate space and devising acquisition initiatives.- Acquisition and management of a group of HNI (High Net Worth Exclusive) and UHNI clients.Qualifications and Skills:- Bachelor's degree in Finance, Business Administration, Economics, or a related field. Master's degree preferred.- Proven experience in wealth management, portfolio management, and handling HNI clients.- Strong leadership skills with the ability to recruit, train, and mentor team members.- Excellent communication and interpersonal skills.- Analytical mindset with a deep understanding of financial markets and investment products.- Ability to thrive in a fast-paced environment and meet challenging targets. (ref:updazz.com)

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