O
Optimum Solutions
Wealth Management Manager
12 days ago
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Important information
Contract type:
Permanent
Location:
Chennai, Tamil Nadu, India
Work mode:
Onsite
Published on:
9 October 2026
What they need
Roles and Responsibilities :
- Manage a team of wealth managers to achieve business targets and goals.
- Develop and implement effective strategies for acquiring high net worth individuals (HNIs) as clients.
- Oversee the entire customer lifecycle, from onboarding to retention, ensuring exceptional service delivery.
- Analyze market trends and competitor activity to identify opportunities for growth.
Job Requirements :
- 8-16 years of experience in banking or financial services industry with expertise in wealth management.
- Proven track record of success in acquiring HNI clients through relationship building and sales efforts.
- Strong project management skills with ability to prioritize tasks effectively and meet deadlines.
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