Senior Consultant at Sapwood Ventures
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Wealth Manager - Field Sales (5-8 yrs)
Responsibilities:
- Identify and onboard high-net-worth individuals (HNWIs) and affluent clients through personal networks, referrals, and partnerships.
- Provide comprehensive financial planning and investment advisory services to meet client needs.
- Ensure exceptional client servicing, thereby maintaining long-term relationships and client satisfaction.
- Identify and acquire channel partners, including financial intermediaries, advisors, and other strategic alliances.
- Maintain strong relationships with channel partners to ensure consistent client referrals and business growth.
Lead, train, and manage a team of 3-5 Relationship Managers (RMs).
- Set and monitor performance goals, ensuring the team achieves sales and servicing targets.
- Provide regular feedback and coaching to enhance team effectiveness.
- Develop and execute strategies to expand the customer base and drive revenue growth.
- Stay updated on market trends and offer innovative investment solutions to clients.
- Ensure adherence to compliance, regulatory guidelines, and company policies in all transactions.
Qualification /Education /
MBA (Finance/related field), CFA, or CA certification.
Advanced Qualification /Certification /Specialist Training
NISM Certifications (Investment advisor Level I & II), Series VII, CFP, CWM, FRM,CIMA preferred
Minimum Experience
- Minimum of 3-5 years of relevant work experience in wealth management,financial advisory, or a similar role.
Functional Skills and Capabilities
1. Strong understanding of financial products, investment instruments, and market dynamics.
2. Proven experience in managing client relationships and delivering on financial goals.
3. Excellent communication and interpersonal skills.
4. Leadership abilities to manage and motivate a team effectively.
5. Analytical mindset with strong problem-solving capabilities.
6. Ability to work in a fast-paced, target-driven environment.
7. Proficiency in financial planning tools and CRM systems.
