01Overview
Job Summary
We are seeking a dynamic and experienced Manager Advisory to lead our Wealth Management Advisory team. The ideal candidate will possess a deep understanding of financial planning, investment strategies, and client relationship management. As the Manager Advisory, you will play a pivotal role in guiding a team of advisors, developing client-centric solutions, contributing to the growth of our wealth management services and advise retail customers on the optimum allocation of savings across basic asset classes such that their investment objectives are realized.Key Responsibilities
Client Engagement and Advisory:
Develop, present, and record financial planning, investment reports, and investment advisory recommendations to individuals and families.
Maintain ongoing client relations by taking a lead role in communications, ensuring timely responses, and integrity in all actions.
Document client information in Customer Relationship Manager (CRM) as well as maintain a "to do" list.
Business Development and Networking:
Develop new business by participating in community events, organizations, networking, as well as develop and deliver seminars and make speaking appearances.
Perform administrative and operational tasks so organizational needs are met.
Develop and execute a comprehensive advisory strategy that aligns with the company's growth objectives and client needs.
Collaborate with cross-functional teams, including investment research, compliance, and operations, to ensure seamless service delivery.
Client-Centric Wealth Management:
Engage with High Net Worth and Ultra High Net Worth clients to understand their financial goals, risk preferences, and tailor wealth management solutions accordingly.
Provide expert advice on investment strategies, asset allocation, estate planning, retirement planning, and other wealth management areas.
Stay updated on market trends, economic conditions, and regulatory changes to provide timely and relevant insights to clients and team.
Present complex financial concepts to clients in a clear and understandable manner, addressing their questions and concerns.
Monitor the performance of client portfolios, making recommendations for adjustments based on changing market conditions and individual goals.
Foster strong relationships with clients, building trust and serving as a reliable financial partner.
Support business development efforts by participating in client acquisition activities, networking events, and educational seminars
Team Leadership and Management:
Lead, mentor, and manage a team of Wealth Management Advisors, providing guidance, performance feedback, and professional development
Must Have Skills
Minimum Degree: MBA / CFP / CFA, Amfi certified.
Minimum Experience 5-7 years of Experience
Good to Have Skills
Engage with High Net Worth and Ultra High Net Worth clients to understand their financial goals, risk preferences, and tailor wealth management solutions accordingly.
Provide expert advice on investment strategies, asset allocation, estate planning, retirement planning, and other wealth management areas
Competencies
Ownership
Speed
Boundaryless Behaviour
Tech Quotient
Cost Consciousness
Analytical
Compliance
Resilient
Decision-making
Adaptability
Collaboration
Empathy
Resilience
Delegation
Conflict Resolution
Compensation: 900,000.00 - 1,500,000.00 per year
Work Location: In person .
