Lead/Wealth Manager - Private Wealth Segment

Wealth Manager - Lead

Job Description :

- Build and generate new business across a large set of client base in UHNI segment.

- Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.

Client Details :

Leveraging its deep market expertise and two decades of experience in the market, Client has expanded into the Private Wealth segment.

Target market :

- Ultra high net worth individuals

- Family Offices

Description :

- Acquire and retain client relationship (UHNIs, family office clients).

- Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively re-balancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics and internal data analytics and reports.

- Ensuring regular availability of Research material and inputs to the client.

- Service existing clients with the support of client servicing team.

- Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Build and generate new business across a large set of client base in UHNI segment.

- Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts

- To read, research and update themselves on available investment opportunities in the market as approved by Research Team.

Profile :

Experience, Knowledge & Skills Needed :

Experience : Minimum 15 Years' Experience in Private Wealth

Knowledge & Skills :

- Ability to manage relationships to improve relationship value of new & existing Clients.

- Strong Knowledge across Investment classes

- Decision making skills with strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory requirements

Job Offer :

- Be part of the setup of an exciting new business

- Opportunity to grow with the business

- Lean team setup, allowing greater ownership and responsibility

- Mix of global and local practices

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

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