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

• Proficiency in analyzing financial and wealth management tools.
• Strong ability to benchmark performance and execute strategic initiatives.
• Effective client relationship management and external networking.
• Excellent customer service orientation with organizational and interpersonal skills.
• Decision-making and ownership mindset with the ability to perform under pressure.
• Adherence to compliance, regulatory, and organizational standards.
• Collaborative and inclusive mindset aligned with diversity and equity principles.

Preferred Qualifications and Experience

• MBA, CA, or equivalent degree from a reputed institution.
• Relevant certifications in Wealth Management or Investment Advisory.
• Proven expertise in investment advisory, client relationship management, and wealth management.