Senior Manager-Wealth Management

Key Responsibilities

• Utilize financial acumen and investment expertise to assess client portfolios, collaborate with the Research and Advisory team, and deliver tailored investment solutions aligned with client goals.
• Track HNI / Ultra-HNI markets to identify and acquire new clients while staying informed on investment opportunities and market trends.
• Drive business development through relationship growth, increased revenue, and improved client retention.
• Achieve product-specific and cross-selling targets based on demographic, lifestyle, and risk profiling.
• Develop and execute sales strategies (inbound and outbound) to acquire new high-value clients.
• Conduct risk profiling for all mapped clients and recommend suitable investment products.
• Maintain accurate sales reports, forecasts, and performance records to monitor and track business progress.

Skills and Competencies

Preferred Qualifications and Experience

Skills Required

Agile Development, Product Lifecycle Management, Jira, Trello, Confluence