HR Manager at Five Fishers Technologies Private Limited (Prosperi5)
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Vice President - Wealth Management - Sales - Bank (10-12 yrs)
Job Summary:
We are looking for a seasoned and dynamic Wealth Manager with proven expertise in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI) clients. The ideal candidate should have an extensive network of HNI and Ultra HNI clients, significant experience in handling Assets Under Management (AUM), and exceptional leadership skills to effectively guide and inspire a team of wealth management professionals.
Key Responsibilities :
Client Relationship Management :
- Build and maintain long-term relationships with HNI and Ultra HNI clients.
- Deliver personalized financial advisory and wealth management solutions based on clients financial goals and risk appetite.
- Conduct regular portfolio reviews and provide updates on investment performance.
Business Development :
- Leverage existing networks and develop new relationships to expand the client base.
- Identify and acquire new clients to enhance AUM and revenue growth.
- Drive business development through client referrals, networking events, and strategic partnerships.
AUM and Portfolio Management:
- Currently managing ~AUM of - 100 crore plus, across different asset class.
- Develop and implement strategies to increase AUM and meet financial targets.
- Continuously monitor and analyse portfolio performance to make informed investment decisions.
Team Leadership and Mentorship:
- Build, develop, and lead a team of wealth managers and relationship managers.
- Provide mentorship and guidance to enhance individual and team performance.
- Set clear performance expectations and monitor progress against targets.
- Conduct training sessions to improve team knowledge, client engagement skills, and overall effectiveness.
Market and Product Knowledge :
- Stay updated on market trends, economic changes, and investment opportunities.
- Ensure thorough knowledge of financial products, including mutual funds, insurance, equities, bonds, and alternative investments.
Qualifications and Skills :
- Bachelor's/Master's degree in Finance, Economics, Business Administration, or related field.
- 10-12 years of relevant experience in wealth management/private banking.
- Proven track record of managing a minimum of - 100 crore AUM across different asset class.
- Strong network within the HNI and Ultra HNI segments.
- Excellent communication, interpersonal, and client relationship skills.
- Leadership and team management abilities.
