Partner-Wealth Management

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