Senior Wealth Manager

Wealth Manager / Sr. Wealth Manager

Locations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, Mumbai

Company

A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. It offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a Business Affiliate of one of the Bank

• Founded in by an IIM Ahmedabad and a veteran investment banker with 22+ yrs. experience
• It is a platform that provides services like insurance broking, institution broking, asset management and wealth management (pan India)
• Services – Investment Banking, Fixed Income, Capital Market, Insurance Broking, Institutional Equities, Portfolio Management, Wealth Management, Asset Management
• Location – Mumbai and Ahmedabad
• Clients – supporting in sectors like Consumer, Financial Services, Healthcare & Pharma, Industrial, Infrastructure & Real Estate, Technology mainly Mahindra Finance, Tata Capital, ICICI Home Finance, Edelweiss, IIFL Finance, Rolex Ring, Muthoot Finance, SBI Mutual Fund, Aditya Birla Sun Life Insurance / Goldman Sachs

Position :

5+ yrs. of experience in Wealth Management space

Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets

Onboarding, Handling and Managing HNI / Ultra HNI clients

Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography

Aiming for consistent growth of customer wallet share and book size

Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions

Ability to work in partnership with the Bank and drive leads & AUM

Service existing clients with the support of client servicing team

Constantly review client portfolios and give a birds’ eye view.