Wealth Manager (Sales)

Client Overview: Our client is a leading financial services firm that specializes in providing expert investment advisory and wealth management solutions. The company is focused on delivering personalized financial strategies tailored to meet the unique needs and goals of their clients. With a strong emphasis on transparency, professionalism, and long-term success, they offer services in portfolio management, retirement planning, and tax-efficient investment solutions. The firm is known for its commitment to building lasting client relationships while providing expert guidance to secure and grow wealth in a rapidly changing market.

Role: Vice President - Wealth Manager (Sales)

We are seeking a dynamic Wealth Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background, with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. This role requires an entrepreneurial mindset and a proactive approach to foster B2B partnerships and attract B2C HNI clients to invest.

Responsibilities:

• Proactively reach out to B2B partners through daily calls and emails to foster new partnerships and present wealth management solutions.
• Schedule and conduct 3-4 in-person meetings daily with B2B partners to discuss collaboration opportunities and maximize partnership efforts to achieve targets.
• Prospect and qualify potential HNI clients through cold calling and lead-generation activities.
• Aim to have 2-3 meetings weekly with B2C HNI prospects to convince them to invest and achieve targets.
• Collaborate with the internal team for client portfolio analysis, financial planning, and addressing client queries.
• Conduct in-depth consultations to understand client financial goals, risk tolerance, and investment preferences.

Ideal Candidate:

• Must have a book of clients they can contact on behalf of the firm.
• Masters degree in Business Administration, Finance, or related field preferred.
• Minimum of 3 years of experience working in major banks OR experience working in premier wealth management firms.

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