No longer accepting applications
Partner-Wealth Management
InvesTekVijayawada, Republic Of India, IN1 day 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 • Vijayawada, Republic Of India, IN
Related jobs
- Promoted
Manager Partnerships & Alliances
National Road Safety MissionGuntur, IN Hiring : Manager – Partnerships & Alliances (2–5 Years).Gurugram (Onsite / Work from Office).National Road Safety Mission (NRSM).
India’s largest structured road-safety education program for children &...Show moreLast updated: 6 days ago
- Promoted
Head of Token Strategy & Growth-Blockchain
Brainwave ScienceEluru, IN Head of Token Strategy & Growth .Using EEG and AI-driven analytics, our platform delivers measurable insights into stress, focus, anxiety, and relaxation—empowering individuals and organizations to...Show moreLast updated: 1 day ago
- Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCOEluru, IN AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show moreLast updated: 10 days ago
- Promoted
- New!
Fellowship
Thawer Philanthropies EndowmentVijayawada, IN Thawer Commonwealth Fellowship.Thawer Philanthropies Endowment (TPE).B institutional endowment platform.Thawer Commonwealth Fellowship.
Fellows serve as institutional catalysts across education, hea...Show moreLast updated: 15 hours ago
- Promoted
- New!
Contract Lifecycle Manager
ORO LabsEluru, IN ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience.Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user experi...Show moreLast updated: 6 hours ago
- Promoted
Asia Church Engagement Lead
Hope Rises InternationalEluru, IN Full-Time | Remote, Based in Asia (India, Nepal, Bangladesh, the Philippines, or Sri Lanka) | Hope Rises International.Christ-centered nonprofit dedicated to restoring health and dignity to individ...Show moreLast updated: 27 days ago
- Promoted
Global Lead for Microsoft Partner
ALIANDOEluru, IN Job Title : Global Lead for Microsoft Partner.ALIANDO is an award-winning Azure Expert Managed Service solutions company focused on selling and deploying Microsoft technologies for U.For over 20 yea...Show moreLast updated: 30+ days ago
- Promoted
- New!
Intrapreneur (Business Manager, Operations & Growth)
Aathvanguntur, andhra pradesh, in Played by top business people & investors.Kickstarter launch coming soon.You’ll work directly with the founders to keep operations sharp, generate leads, and set high-value meetings.Lead generation...Show moreLast updated: 14 hours ago
- Promoted
Digital Growth Associate (Advertiser Relations)
Seize The Ads Pvt Ltd.guntur, andhra pradesh, in Location : Indore (On-site preferred) | Remote candidates with relevant exposure may apply.Experience : 0–2 Years (Freshers welcome).
At Seize The Ads, we’re building a global performance marketing ec...Show moreLast updated: 13 days ago
- Promoted
Regional B2B Expansion Head - College Partnership
AlgoTutorEluru, IN AlgoTutor is a fast-growing EdTech company on a mission to transform the way students and professionals learn, grow, and prepare for the future.
We partner with colleges and universities to deliver ...Show moreLast updated: 16 days ago
- Promoted
Founding Partner
ConfidentialGuntur, India Role : Founder's Team Intern / Founder's Internship.Ratan Tata Innovation Hub, Amaravati, Andhra Pradesh where you will work along with the MyRei Founder's Team and Founder to explore and contribute...Show moreLast updated: 19 days ago
- Promoted
Manager, Heath and Nutrition (EAII Advisors)
Evidence ActionVijayawada, Andhra Pradesh, India This position is with EAII Advisors Evidence Actions technical partner in India.EAII Advisors Evidence Actions technical partner in India supports state governments in delivering evidence-based pub...Show moreLast updated: 7 days ago
- Promoted
- New!
Wealth Manager
fydaaeluru, andhra pradesh, in Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being.
We are looking for Qualified...Show moreLast updated: 14 hours ago
- Promoted
Project Manager
HITLABGuntur, IN Work for a global leader who is looking for a.This is not a just a typical PM role — we’re looking for someone who brings strong.
We are seeking a highly organized, detail-oriented, and proactive Di...Show moreLast updated: 16 days ago
- Promoted
Organizational Development Specialist
FMCGGuntur, Republic Of India, IN The Learning & Development professional will be responsible for identifying training needs, designing and implementing learning initiatives, and driving organizational capability enhancement.The ro...Show moreLast updated: 15 days ago
- Promoted
Business Systems & Integrations Principal
ConfidentialVijayawada, India Accion is a global nonprofit on a mission to create a fair and inclusive economy for the nearly two billion people who are failed by the global financial system.
We develop and scale responsible dig...Show moreLast updated: 1 day ago
- Promoted
Associate Manager - L&D
ConfidentialGuntur, India Build employee capabilities to meet current and future organizational needs.Provide avenues for learning across all levels and functions.
Enhance employee engagement and employee well-being.Drive DE...Show moreLast updated: 19 days ago
- Promoted
Senior Business Professionals (Paid Consultancy Opportunity)
RONIN StudiesGuntur, IN RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 9 days ago