Senior Wealth Manager (Stock Markets)

A Senior wealth manager is a finance professional who guides high-net-worth individuals and institutional clients in managing and growing their wealth. They develop personalised financial plans, manage investment portfolios and provide guidance on tax strategies, risk management and estate planning.With their expertise in market analysis and a deep understanding of clients' goals, wealth managers offer comprehensive financial advice to optimise wealth growth and achieve long-term financial success.

Key Responsibilities:

1. Manage and grow client base focused on HNI/UHNI and affluent retail segments.
2. Drive sales of equities, mutual funds, insurance and third-party investment products.
3. Deliver tailored financial advisory services aligned with clients risk-return objectives.
4. Meet and exceed revenue/sales targets through cross?selling and retention strategies.
5. Provide portfolio allocation planning and suggest alternate investment avenues (AIFs, structured products).
6. Stay current on market trends, regulatory changes, product offerings, and competitive landscape.
7. Build long-term relationships and offer high-touch client servicing across offline and digital channels.

• Strong track record in wealth or investment advisory roles, preferably working with affluent clients.
• Excellent sales and interpersonal skills with consultative relationship management approach.
• Deep understanding of equity markets, mutual funds, insurance and structured products.
• Familiarity with wealth management tech platforms; comfort collaborating with digital & ops teams.
• High standards of professionalism, discretion, and client confidentiality.

Required Skills and Qualifications:

• Bachelor degree in finance, economics, business administration or a related field.
• 6 Months - 2 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

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• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
• Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

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**Pune local candidates are highly preferred and Immediate joining is there.