Job vacancy Wealth Manager - Lead - Mumbai

Leveraging its deep market expertise and two decades of experience in the market, Client has expanded into the Private Wealth segment.

Target market :

• Ultra high net worth individuals
• Family Offices

* Acquire and retain client relationship (UHNIs, family office clients).

* Advise clients on building portfolios based on various products and solutions across asset classes and products approve by Team.

* Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively re-balancing their portfolios to match their required asset allocation.

* Constantly monitor and review client portfolios based on timely analysis of market dynamics and internal data analytics and reports.

* Ensuring regular availability of Research material and inputs to the client.

* Service existing clients with the support of client servicing team.

* Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

* Build and generate new business across a large set of client base in UHNI segment.

* Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts

* To read, research and update themselves on available investment opportunities in the market as approved by Research Team.

Experience, Knowledge & Skills Needed:
* Experience: Minimum 15 Years' Experience in Private WealthKnowledge & Skills:-

* Ability to manage relationships to improve relationship value of new & existing Clients.

* Strong Knowledge across Investment classes

* Decision making skills with strong sense of ownership and ability to work under pressure

* Ensure compliance with key regulatory requirements

Be part of the setup of an exciting new business

Opportunity to grow with the business

Lean team setup, allowing greater ownership and responsibility

Mix of global and local practices

Experience, Knowledge & Skills Needed:
* Experience: Minimum 15 Years' Experience in Private WealthKnowledge & Skills:-

* Ability to manage relationships to improve relationship value of new & existing Clients.

* Strong Knowledge across Investment classes

* Decision making skills with strong sense of ownership and ability to work under pressure

* Ensure compliance with key regulatory requirements

• Be part of the setup of an exciting new businessOpportunity to grow with the businessLean team setup, allowing greater ownership and responsibilityMix of global and local practices