Senior Wealth Manager - Family Offices

Location : Mumbai

Work Type: Full Time

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), 
understand their financial/investment objectives & risk appetite and recommend appropriate products. 

Role

    Establish, grow, and manage investment relationships with clients 
    Be the primary client contact and trusted investment advisor
    Deepen existing client relationships by providing appropriate investment advice and solutions 
    Acquire new clients through market intelligence & engagements 
    Drive sales of DSP products to suitable client portfolios
    Share market updates and house views to clients on a timely basis
    Update clients on their investments and its performance
    Leverage existing client relationships and other sources to acquire new clients
    Recognize changes in client’s/ market environment which may present opportunities
    Enhance client experience through strong relationship management

Skills 

    Superior understanding of Markets and Products
    Strong knowledge of different asset classes
    Experience of providing investment advice and solutions
    Strong interpersonal and communication skills
    Good Analytics Skills
    Digital mindset

 Experience : 8 to 14 Years of experience

Qualification/s : Master’s in business administration or any equivalent degree