Senior Wealth Manager - Family Offices - BFSI Job Description: - The job would require the candidate to meet clients (family offices and Ultra-High-Net-Worth Individuals), understand their financial/investment objectives and risk appetite, and recommend appropriate products. What is the role's objective? - 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 company products to suitable client portfolios. - Share market updates and house views to clients on a timely basis. - Update clients on their investments and their performance. - Leverage existing client relationships and other sources to acquire new clients. - Recognize changes in the client's/ market environment which may present opportunities. - Enhance client experience through strong relationship management. What skills do you need to possess? - Superior understanding of Markets and Products. - Strong knowledge of different asset classes. - Experience in providing investment advice and solutions. - Strong interpersonal and communication skills. - Good Analytics Skills. - Digital Mindset. What is the prior experience needed? - 8 to 14 Years of experience. What qualification/s you should have? - Master's in business administration or any equivalent degree.

Mumbai

Senior Wealth Manager - Family Offices - BFSI 

Job Description for Senior Wealth Manager - Family Offices - BFSI  in Avant Garde Corporate Services Pvt Ltd in  Mumbai for (8-14) years of experience. Apply Now!