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SVP - Wealth Management - Banking (10-20 yrs) - Delhi NCR, India - iimjobs

iimjobs Delhi NCR, India

2 weeks ago

Full time

Individual Contributor Wealth Head

The ideal candidate will be responsible for managing and growing the wealth of highnetworth individuals. This role requires a deep understanding of financial markets, investment strategies, and client relationship management.

Key Responsibilities:

Wealth Management:

Develop and implement tailored wealth management strategies for highnetworth individuals.
Provide comprehensive financial planning and investment advice to clients.
Monitor and adjust investment portfolios to achieve client objectives and mitigate risk.
Stay abreast of market trends, economic developments, and regulatory changes to optimize client outcomes.

Client Relationship Management:

Cultivate and maintain strong relationships with clients, acting as their trusted advisor.
Understand clients' financial goals, risk tolerance, and preferences to deliver personalized wealth management solutions.
Regularly communicate with clients to provide updates on their portfolios and address any concerns or questions.

Business Development:

Identify opportunities to grow the client base and assets under management.
Proactively seek referrals from existing clients and network to expand business opportunities.

Compliance and Risk Management:

Ensure compliance with relevant regulations and internal policies.
Conduct thorough due diligence on investment products and service providers to mitigate risks.
Maintain accurate and uptodate client records and documentation.