Senior Wealth Manager - Family Offices

Job Description

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. 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 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 What skills do you need to possess 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 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