Sr Private Wealth RM (Broking) ( Lucknow)

Elite Private Wealth Management !!!

Location : Lucknow

AUM - 70 to 100 Crore

If the candidate is ok to get his team - Broking Wealth

Kindly Share Updated resume asap.

Contact Person : Divya - 9137265848

qcprofile@gmail.com

CTC : 20 to 30 lkhs - Will be offered .

6 years

Only from Broking / NBFC / Wealth

Are you a dynamic and results-driven wealth manager looking to elevate your career We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact.

Key Requirements:

1) Managing an AUM of around 70 - 100 Crs

2) Good Communication Skills

3) Decent Knowledge about markets as well as Wealth Products

4) We can also consider someone willing to come along with their team

Responsibilities for Global Private Wealth for the Sr. Wealth Manager role

Client Relationship Management

Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.

Wealth & Investment Solutions

Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.

Strategic Business Development

Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.

Corporate Financial Planning

Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.

Cross-Functional Collaboration

Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.

Market Intelligence & Advisory

Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.

Client Retention & Service Excellence

Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.

Risk Management & Compliance

Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.

Why Join Us?

Work with a team of industry-leading financial experts.

Access to cutting-edge financial tools and resources.

Unparalleled growth opportunities in a thriving financial sector.

Competitive compensation and performance-driven incentives.

A collaborative, client-centric, and innovative work culture.