Senior Manager - Wealth
Alert from 4S Advisory (www.4sadvisory.com)
Urgent Requirement for a Wealth and Asset Management company
Position: Senior Wealth Manager
Location: Chennai/Coimbatore
Qualification: Bachelor's/Master's in Finance, Economics, Business, or a related field
Experience: 12+ Years
Timings: 9 am to 6 pm
Mon - Fri
Who We Are:
We are a Wealth & Asset Management company that focuses on building customized and value-based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles.
We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools.
Who We Are Looking for:
We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives.
Responsibilities:
Client Relationship Management:
- Build and nurture strong, lasting relationships with high-net-worth clients. Understand clients' financial goals, risk tolerance, and investment preferences.
- Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances.
Financial Analysis and Planning:
- Gather and analyze financial information to create comprehensive financial plans for clients.
- Develop customized investment strategies tailored to each client's objectives and risk profile.
- Provide advice on retirement planning, tax optimization, estate planning, and other financial matters.
Investment Advisory:
- Recommend appropriate investment products and strategies aligned with clients' goals.
- Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives.
- Stay informed about market trends, economic indicators, and investment opportunities.
Portfolio Management:
- Implement and manage diversified investment portfolios across various asset classes.
- Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed.
- Ensure compliance with regulatory guidelines and internal investment policies.
Financial Education:
- Educate clients about investment principles, market dynamics, and the rationale behind recommended strategies.
- Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans.
Collaborative Teamwork:
- Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients.
- Share insights and market updates with colleagues to foster a culture of continuous learning.
Performance Tracking and Reporting: Monitor the performance of clients' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets.
Qualifications & Key Skills:
- We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.
- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.
- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.
- Strong knowledge of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills to establish trust and rapport with clients.
- Analytical mind set with the ability to interpret complex financial data and market trends.
- Familiarity with relevant regulations and compliance standards.
- Exceptional attention to detail, organization, and time management skills.
- Ability to adapt to changing market conditions and client needs.
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