Wealth Manager - Sales - Bank (5-8 Yrs) Hyderabad (BFSI Sales)

Job Title: Wealth Manager - HyderabadLocation: Hyderabad, IndiaExperience: 5-7 YearsIndustry: Wealth ManagementCompany Overview:Join a leading Wealth Management company in Hyderabad that specializes in providing comprehensive financial services and investment solutions to high-net-worth individuals (HNWIs), families, and corporate clients. Our client-centric approach ensures tailored financial strategies to meet unique needs and long-term financial goals.Role Overview:We are seeking an experienced and dynamic Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management, excellent client relationship skills, and a deep understanding of financial markets and investment products. The Wealth Manager will be responsible for managing and growing a portfolio of high-net-worth clients by offering personalized financial planning, investment advice, and wealth preservation strategies.Key Responsibilities:Client Relationship Management:- Build and maintain strong relationships with high-net-worth clients.- Understand clients financial goals, risk tolerance, and investment preferences.- Provide tailored financial solutions and investment strategies.Investment Advisory:- Develop and implement investment strategies to achieve clients financial objectives.- Monitor and review clients investment portfolios and provide regular updates.- Stay informed about market trends, economic developments, and new investment products.Financial Planning:- Conduct comprehensive financial planning, including retirement, estate, tax, and succession planning.- Offer advice on wealth preservation and risk management.Business Development:- Identify and acquire new high-net-worth clients through networking, referrals, and industry events.- Promote the company s wealth management services and products.Compliance and Reporting:- Ensure all client interactions and transactions comply with regulatory requirements.- Maintain accurate and up-to-date records of client communications and transactions.Qualifications and Skills:- Bachelor s degree in Finance, Economics, Business, or a related field (MBA or CFP preferred).- 5-7 years of experience in wealth management, financial planning, or investment advisory.- Proven track record of managing and growing a portfolio of high-net-worth clients.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent interpersonal and communication skills.- Ability to analyze complex financial data and provide actionable insights.- Proficiency in financial planning software and CRM systems.Benefits:- Competitive salary and performance-based incentives.- Health insurance and other employee benefits.- Opportunities for professional development and growth.- Collaborative and supportive work environment.How to Apply:Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and Please mention Wealth Manager - Hyderabad in the subject line. (ref:updazz.com)

Payroll Type : Permanent