Senior Wealth Manager - BFSI

Senior Wealth Manager

Hiring for Sr. Wealth Manager

JOB SUMMARY: The candidate will be a key member of Wealth Team.

The primary responsibility of WM will be to:

- Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.

- Asset allocation, financial planning and risk management according to client risk profile.

- Acquiring New client and business development,

- Maintaining relationship with existing client.

- Client servicing.

- The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.

- Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

REPORTING TO: National and Co-National Head - Wealth