Market Lead ( Kochi)
On-siteKochi, Kerala, India
Job Summary
Manage a portfolio of high-net-worth individuals by developing long-term relationships, conducting regular meetings to understand financial goals, and serving as the primary point of contact for personalized solutions. Provide bespoke financial planning covering investment, estate, tax, and retirement strategies while monitoring portfolios to align with evolving objectives and market trends. Identify new business opportunities through networking and referrals, organize client events, and collaborate with internal teams to deliver comprehensive wealth management products. Ensure all transactions comply with regulatory requirements and mitigate potential risks in client portfolios.
Required Qualifications
- Bachelor's degree in finance, Business Administration, or related field
- Minimum 9+ years of experience in wealth management or private banking, specifically dealing with HNI clients
- Strong understanding of investment products, financial markets, and portfolio management
Desired Qualifications
- Master's degree or relevant certifications like CFA, CFP, or CWM
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