Senior Wealth Manager

Roles and Responsibilities :

• Manage a portfolio of High Net Worth Individuals (HNIs) and ultra HNIs, providing personalized financial solutions to meet their investment needs.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop strong relationships with existing clients by understanding their goals, risk tolerance, and liquidity requirements.
• Collaborate with internal teams such as trading desks, operations, and compliance to ensure seamless execution of trades.

Job Requirements :

• 2-10 years of experience in B2C sales or wealth management in an NBFC or broking firm.
• Strong knowledge of bonds, equities, fixed income products, mutual funds, PMS, AIFs etc. .
• Proven track record of successful HNI acquisition and retention.