Head - Wealth Management

Summary

• We are looking for an experienced Wealth Head with a strong
• background in the stock broking industry to join our team. In this role, you
• will be responsible for providing personalized investment adviceto clientsandmanaging their
• investment portfolios to help them achievetheir
• financial goals.

Responsibilities

• Developandmaintainrelationshipswithclientstounderstandtheirinvestmentgoalsand
• risk tolerance.
• Providepersonalizedinvestmentadviceandrecommendationstoclientsbasedontheir needs and
• circumstances.
• Manageclients'investmentportfoliosandmonitortheirperformance,adjustingasnecessarytoensurethattheyremainalignedwiththeirgoalsandrisk tolerance.
• Conductmarketresearchandanalysistoidentifyinvestmentopportunitiesandrisks.
• Stayup to datewiththelatestmarkettrendsandnewsandprovideregularupdatesto clients.
• Generate new business by identifying and pursuing new clients and
• business opportunities.
• Developandmaintainathoroughunderstandingofthecompany's products and services and
• effectively communicate them to clients.
• Collaboratewithotherdepartments,suchasresearch,compliance,andoperations,to ensure that clients receive high-quality and compliant
• services.
• MeetorexceedsalestargetsandKPIs(KeyPerformanceIndicators).

Requirements

• 10+yearsofexperienceasaWealthManagerinthestockbrokingindustry.
• Bachelor'sdegreeinfinance,business,orarelatedfield.Advanceddegreeorprofessional certification (e.g., CFA)
• preferred.
• Proventrackrecordofgeneratingandmaintainingaclientbaseandachievingsales targets.
• Strongunderstandingoffinancialmarkets,investmentproducts,andportfolio management
• strategies.
• Excellentcommunicationandinterpersonalskills,withtheabilitytobuildstrong relationships with clients and
• colleagues.
• Abilitytoworkindependentlyandmanagemultipleprioritiesanddeadlines.
• Stronganalyticalandproblem-solvingskills,withtheabilitytoidentifyandresolve
• complex investment issues.
• Familiarity