Talent.com
Senior Wealth Manager

Senior Wealth Manager

ConfidentialMumbai, India
30+ days ago
Job description

Client Relations - Pre IPO and Wealth Management

Description

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  • Understanding Financial Markets : Gain in-depth knowledge of Pre-IPO,

Unlisted Shares, and Wealth Management services.

  • Client Advisory : Assist HNIs and Ultra-HNIs in strategic investment decisions,

    • ensuring alignment with their financial goals.

  • Business Development : Identify potential clients, pitch investment

    • opportunities, and grow the client base.

  • Portfolio Management : Help clients structure and optimize their investment

    • portfolios with a focus on risk management and long-term wealth creation.

  • Investment Research : Stay updated on market trends, new Pre-IPO

    • opportunities, and wealth management strategies.

  • Client Communication : Maintain strong client relationships through regular

    • communication, portfolio reviews, and personalized investment insights.

  • Compliance & Governance : Ensure adherence to SEBI regulations and NISM

    • certification requirements.

  • Report & Presentation Preparation : Develop investment proposals, reports,

    • and financial presentations for clients.

    Qualifications & Skills :

  • Education : PG / MBA in Finance or related fields.
  • Certifications : NISM Series 10A & 10B (preferred).
  • Experience : Demonstrated track record in Wealth Management, Pre-IPO

    • investments, or financial advisory.

  • Technical Skills : Proficiency in MS Word, Excel, and PowerPoint.
  • Soft Skills : Strong communication, negotiation, and analytical abilities.
  • Industry Knowledge : Deep understanding of financial markets, investment

    • strategies, and regulatory frameworks.

    Employment : Full time, Permanent

    Notice Period : Max 1 month

    Skills Required

    Client Communication, Investment Research, Portfolio Management, Powerpoint, Ms Word, Excel, Business Development, wealth management services

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