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Partner-Wealth Management
InvesTekthane, maharashtra, in3 days ago
Job descriptionDevelop and maintain strong relationships with high-net-worth clients, serving as their primary point of contact for all financial matters. Understand clients' financial goals, risk tolerance, and preferences to develop customized wealth management strategies. Conduct regular reviews with clients to assess progress towards goals and make necessary adjustment to their financial plans. Cross Selling & generating revenue from Wealth Products such as Insurance, Mutual funds, Bonds, PMS, AIF, Private Equity etc. Accomplishing basic expected Business targets for the Month, Quarter & Financial year, for AUM & Revenue numbers. Conducting Client Acquisition events. Conduct thorough financial analyses to assess clients' current financial situations, including assets, liabilities, income, and expenses. Develop comprehensive financial plans that encompass investment management, retirement planning, estate planning, tax optimization, and risk management. Utilize financial planning software and tools to model various scenarios and strategies to optimize clients' wealth accumulation and preservation. Develop and implement investment strategies tailored to clients' objectives, risk tolerance, and time horizon. Monitor financial markets and economic trends to identify opportunities and risks that may impact clients' portfolios. Perform due diligence on investment products, including equities, fixed income, alternative investments, and mutual funds, to construct well-diversified portfolios. Implement risk management strategies to protect clients' wealth against market volatility, inflation, and unforeseen events. Advise clients on insurance products, including life insurance, long-term care insurance, and liability insurance, to mitigate risks and preserve wealth for future generations. Ensure compliance with all regulatory requirements and internal policies governing the provision of financial services and advice. Maintain accurate records of client interactions, financial plans, and investment recommendations in accordance with regulatory standards. Assist in improving research quality fund recommendations to the Product & Investment Research team. Detailed analysis reports on companies, sector, and on industry. Coordination with various internal teams like Investment Banking, Lending, Insurance and Private Equity to offer complete solutions to Individuals and Institutions. Financial Markets product knowledge, having passion for Managing UHNW Clients Portfolio. 5+ yrs of expertise in managing HNW Clients having experience in the field of Wealth Management, Banking & Financial Services Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment Business understanding of new client acquisitions Sales skills with excellent negotiation, presentation and client acquisition skills Understanding of recent technologies in Financial Markets & Business. Deal closure and execution skills Strong cross - cultural awareness and interpersonal skills High degree of integrity, ethical conduct, and professionalism Bachelor’s degree in finance, Business Administration, Economics, or related field, Master’s degree or CFA Charter holder is a plus Understanding of recent technologies in Financial Markets & Business. High degree of integrity, ethical conduct, and professionalism
InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a focus on Artificial Intelligence & Human Intelligence (HiAi), and client-centric service, we aim to help our clients achieve their financial goals and secure their financial futures.
Some of Our Mile Stones & Achievement Include : -
- InvesTek is India’s fastest growing fintech firm backed by leading Private Equity Firm based out of Singapore.
- We are the only AI Based Predictive Analytics Tech Firm who provides 360-degree financial solutions (Customized Solutions in Wealth Management, Investments Banking, Insurance, Credit Solutions, Start Up Advisory & Tax Advisory) with the blend of Cutting-edge AI and Human Intelligence program (HiAi)
- Overall, we manage more than 1400 Crores+ of Assets under Management & 3500 Crore Assets under Advisory, having more than 800+ clients across 5 cities with 75+ professionals.
- We are Financial Advisor for companies like HPCL, CSK, OYO, HDB, Crick Hero, KAREXPERT etc..
Responsibilities
This is a full-time role as a Partner-Wealth Management at InvesTek. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio, monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM (Asset Under Management) & Revenue for these Clients, collaborating with cross-functional teams to enhance Knowledge & client experience.
Relationship Management and Client Acquisition & Cross Selling Wealth Products
Financial Planning and Analysis
Investment Management
Wealth Preservation and Risk Management
Compliance and Regulatory Adherence
Collaboration Across Business Vertical
Qualifications
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Management • thane, maharashtra, in
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