Senior Wealth Manager

Company Description

Bajaj Capital Ltd, located in Delhi, India, is a financial services company with over 60 years of experience in helping individuals protect and grow their wealth. They offer a diverse range of financial products and solutions, aiming to provide value and build lifetime client relationships through a happy team environment. Bajaj Capital believes in extensive research and high-quality mentorship to care for clients money as if it were their own.

Role Description

This is a full-time on-site role for a Senior Wealth Manager at Bajaj Capital Ltd in Delhi, India. The Senior Wealth Manager will be responsible for financial planning, investment management, overseeing investments, finance, and insurance strategies on a day-to-day basis.

Key Responsibilities:

* Client Relationship Management: Build and maintain strong relationships with high-net-worth clients. Proactively engage with clients to understand their financial goals, risk tolerance, and investment preferences. Provide exceptional client service, including regular communication, timely responses, and proactive advice.

* Financial Planning and Advisory:Develop comprehensive financial plans, encompassing investment strategies, tax planning, estate planning, retirement planning, and risk management.Conduct in-depth financial analysis and provide customized recommendations. Monitor market trends and economic conditions to identify opportunities and risks.

* Investment Management: Manage a diverse portfolio of investments, including stocks, bonds, mutual funds, and alternative investments.Conduct thorough due diligence on investment opportunities. Monitor and rebalance client portfolios to align with their investment objectives and risk tolerance.

1. Proven track record in wealth management with a minimum of 4 years of experience.

2. Strong understanding of investment principles, portfolio management, and financial planning.

3. Excellent analytical and problem-solving skills.

4. Strong communication and interpersonal skills.

5. Ability to build trust and rapport with high-net-worth clients.

6. Strong leadership and team management skills.

If you are a highly motivated and experienced wealth management professional, we invite you to apply.