We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 100 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources.
Key Roles and Responsibilities:
Client Relationship Management:
- Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters.
Financial Needs Analysis:
- Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals.
Wealth Management Strategy:
- Design and implement personalized wealth management plans aligned with client-specific financial objectives, risk profiles, and timelines.
Portfolio Construction and Management:
- Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments.
Investment Advisory:
- Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies.
Financial Planning:
- Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding.
Business Development:
- Identify and pursue new business opportunities to expand the client base and increase AUM.
Compliance & Regulatory Adherence:
- Ensure strict compliance with regulatory frameworks, internal policies, and ethical guidelines in all client dealings.
Performance Monitoring:
- Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns.
Cross-Selling Opportunities:
- Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs.
Market Intelligence:
- Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios.
Candidate Expectations:
Client Acquisition & Growth:
- Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach.
AUM Expansion:
- Capable of meeting or exceeding AUM growth targets as set by the organization.
Financial Expertise:
- Sound understanding of financial markets, instruments, and wealth management principles.
Communication Skills:
- Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence.
Relationship Building:
- Strong interpersonal skills to foster trust-based, long-term client relationships.
Ethical Conduct:
- Maintain confidentiality and operate with the highest integrity and ethical standards.
Results Orientation:
- Target-driven, highly motivated, and committed to achieving excellence.
Proactive Mindset:
- Eager to understand client needs and deliver optimal, client-focused financial Apply Now: Priya1@vanguardhrconsulting.com
Job Type: Full-time
Pay: ?166,000.66 - ?208,333.33 per year
Benefits:
Flexible schedule
Paid sick time
Provident Fund
Schedule:
Day shift
Supplemental Pay:
Commission pay
Overtime pay
Performance bonus
Quarterly bonus
Shift allowance
Yearly bonus
Work Location: In person
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