Partner-Wealth ManagementInvesTek • Meerut, IN
Partner-Wealth Management
InvesTek • Meerut, IN
11 hours 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
Create a job alert for this search
Management • Meerut, IN
Related jobs
)
Wealth Manager
Talent Corner HR Services Pvt Ltd • delhi, delhi, in
Role : Financial Planner / Wealth Manager.This is a full-time, on-site role based in Dwarka.As a Financial Planner, you will be responsible for providing personalized financial planning services to cl...Show more
Last updated: 14 days ago • Promoted
Manager Partnerships & Alliances
National Road Safety Mission • Meerut, IN
Hiring : Manager – Partnerships & Alliances (2–5 Years).National Road Safety Mission (NRSM).India’s largest structured road-safety education program for children & youth.
Manager – Partnerships & All...Show more
Last updated: 5 days ago • Promoted
Wealth Management Manager
Maple Capital Advisors • New Delhi, Delhi, India
The role involves building and managing long-term relationships with.The ideal candidate will have prior.Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management.We operate i...Show more
Last updated: 12 days ago • Promoted
Wealth Manager
Finovia Wealth Pvt Ltd • Ghaziabad, IN
Finovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity.
Headquartered on FC Road in Pune, we offer curated solutions across Mu...Show more
Last updated: 11 hours ago • Promoted • New!
Partner Enablement Lead
EvoluteIQ • Delhi, India
Role Overview The Partner Enablement Lead will own the strategy, design, and execution of global partner capability development initiatives.
The role will focus on accelerating partner readiness, te...Show more
Last updated: 1 day ago • Promoted
Wealth Manager
NexionPro Services • Ghaziabad, IN
Job Title : Wealth Relationship Manager (Wealth RM).We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team.
The ideal candidate will bring strong client relati...Show more
Last updated: 11 hours ago • Promoted • New!
Associate Partner
Brand Realty Investors Group • Noida, Uttar Pradesh, India
Brand Realty Investors Group (BRIG) is a leading structured land investment platform backed by Tradewell Holdings Ltd, a BSE-listed company.
With over 1,000 successful deals, BRIG specializes in del...Show more
Last updated: 30+ days ago • Promoted
People & Culture Business Partner
Coforge • Noida, Republic Of India, IN
Coforge is seeking a dynamic and experienced.This role is pivotal in aligning HR strategies with business goals, enhancing employee experience, and driving organizational success.The HRBP will work...Show more
Last updated: 14 days ago • Promoted
Partnerships Development Lead
Time2Grow Media • Noida, Republic Of India, IN
Time2Grow Media is a rapidly growing media organization based in Noida.We specialize in conducting Events, Exhibitions, Conferences, Trainings, and Webinars.
This is a full-time on-site role for a.S...Show more
Last updated: 30+ days ago • Promoted
Partner Program Associate
Successive Digital • Noida, Republic Of India, IN
The Associate Channel Alliances will be responsible for building and managing relationships with channel partners, ensuring they are equipped to effectively sell and support our offerings.This role...Show more
Last updated: 9 days ago • Promoted
CSR Partnerships & Fundraising Lead
CM MARKETING AND RESEARCH PVT LTD(CMX) • Delhi, India, India
CMX, we’ve spent over a decade pioneering large-scale tree plantation and ecosystem restoration projects in partnership with governments, corporates, and communities across India.By helping compani...Show more
Last updated: 1 day ago • Promoted
Senior Associate - People Partner
Zeta • Delhi, India
Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future.It was founded by Bhavin Turakhia and Ramki Gaddipati in 2015.Our flagship process...Show more
Last updated: 8 days ago • Promoted
Partnership Lead - BFSI
Trdfin Support Services Private Limited • Delhi, India
Description : As the Partnership Activation & Onboarding : - Identify and onboard new high-potential partners across CA firms, real es...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Arihant Capital Markets Ltd • Meerut, IN
India’s leading financial services and broking companies with 900+ investment centers, is hiring.As a Wealth Manager, you will build and manage a strong wealth portfolio, develop HNI / NRI relationsh...Show more
Last updated: 11 hours ago • Promoted • New!
Wealth Manager
TekPillar® • Delhi, India
Wealth Management / Broking Experience Required : .Role Overview The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients.The role involves gro...Show more
Last updated: 3 days ago • Promoted
Global Talent Partnerships Lead
Talent Toppers • Noida, Republic Of India, IN
IT Staffing & Staff Augmentation / RPO / Recruitment Solutions.GCCs (Global Capability Centers), Captives, and IT Enterprises.
This is a consultative, target-driven role focused on building long-ter...Show more
Last updated: 26 days ago • Promoted
Compensation Business Partner
Study Group • Noida, Uttar Pradesh, India
We’re looking for a talented HR professional to help drive Study Group’s strategic priorities through innovative Reward & Remuneration initiatives, impactful culture projects, and the successful de...Show more
Last updated: 25 days ago • Promoted
Senior Wealth Manager
ATS Share Brokers • Delhi, India
About Us : We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights.
Our team blends analytical rigor with deep m...Show more
Last updated: 7 days ago • Promoted