Senior Wealth Manager
- Alpha Capital
- 5 - 10 years
- Hyderabad
- 20 days ago
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Job Description
Job description
Role Overview:
We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions.
Key Responsibilities:
- Client Advisory & Relationship Management:
- Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions.
- Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction.
- Conduct regular portfolio reviews and rebalancing based on market trends and client objectives.
- Investment Strategy & Portfolio Management:
- Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals.
- Stay updated with financial market trends, regulatory changes, and investment products.
- Offer guidance on asset allocation, tax optimization, estate planning, and risk management.
- Business Development & Revenue Generation:
- Identify new business opportunities, acquire new clients, and expand the companys market share.
- Develop strong referral networks through partnerships, events, and client recommendations.
- Work towards achieving revenue and AUM (Assets Under Management) targets.
- Compliance & Risk Management:
- Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies.
- Conduct due diligence and risk assessments for clients investment portfolios.
- Maintain accurate client records, KYC compliance, and periodic financial reviews.
- Team Collaboration & Leadership:
- Work closely with research analysts, investment teams, and other departments to deliver superior client solutions.
- Mentor and support junior wealth managers in developing their skills and expertise.
Key Qualifications & Skills:
- 10-20 years of experience in wealth management, Investment Banking, or financial advisory.
- Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning.
- Excellent networking and business development skills with a proven track record in client acquisition.
- CFP, CFA, CA, or MBA (Finance) from Tier 1 College preferred.
- Proficiency in financial tools, CRM platforms, and Excel-based financial modeling.
- Exceptional communication, interpersonal, and presentation skills.
Compensation & Benefits:
- Competitive fixed salary + performance-based incentives.
- Comprehensive benefits package (health insurance, retirement plans, etc.).
- Opportunities for career growth and leadership roles.
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth Management - OtherEmployement Type: Full timeContact Details:
Company: Alpha CapitalLocation(s): Hyderabad
Keyskills: Mutual Funds Investment Advisory Wealth Management Portfolio Management Services PMS Alternative Investment Fund Investment Products
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Alpha Capital
https://www.alphacapital.in About Us: Alpha Capital is a boutique wealth management and family office firm, catering to HNI clients.
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