Company Overview

I4 Consulting : Reimagining HR Blueprints is focused on building next-generation organizations and delivering data-driven employee insights. We empower organizations through technology innovations, impacting talent attraction, employee experience, and productivity. With solutions tailored to organizational demands and budgets, we specialize in startups, retail, media, and product-based organizations. Our headquarters are located PAN India, and we belong to the Human Resources Services industry.

Job Overview

We are seeking a Senior Wealth Manager for a full-time position at I4 Consulting. This role is based in Hyderabad, Mumbai, Pune, or Bengaluru. The Wealth Manager will be responsible for managing assets, providing financial planning and investment management services, and maintaining strong client relationships. This position demands expertise in asset management and a keen understanding of high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).

Qualifications and Skills

• Strong expertise in asset under management.
• Proven experience in financial planning, demonstrating the ability to guide clients in achieving their financial goals.
• Extensive knowledge of investment management, including creating and executing customized investment strategies.
• Excellent client relationship management skills, ensuring long-term client satisfaction and retention.
• Solid wealth management experience, providing comprehensive financial services to HNI and UHNI clients.
• Strong analytical skills, capable of interpreting financial data and market trends to make informed decisions.
• Effective communication skills for explaining complex financial concepts to clients clearly.
• Ability to work independently and collaborate with a wider team to achieve organizational objectives.

Roles and Responsibilities

• Develop and implement personalized financial plans and investment strategies for HNI and UHNI clients.
• Manage client portfolios, ensuring alignment with individual financial goals and risk tolerance.
• Conduct regular portfolio reviews and adjustments based on market conditions and client needs.
• Maintain and build strong relationships with existing clients, ensuring client satisfaction and loyalty.
• Identify new business opportunities and potential clients through networking and market research.
• Stay updated with the latest financial products, services, and regulatory changes in the wealth management industry.
• Collaborate with internal teams to provide integrated financial solutions and enhance client experience.
• Prepare and present detailed reports on financial performance, investment strategies, and market conditions to clients.