Company Overview

I4 Consulting : Reimagining HR Blueprints empowers organisations via technology innovations, impacting talent attraction, employee experience, and productivity. We specialise in customised solutions tailored to organisation needs, especially post-disruption strategies in startups, retail, media, and product-based organisations. Our approach is data-driven and results-oriented, ensuring impactful and cost-effective HR blueprints with a focus on ROI.

Job Overview

We are seeking a Senior Wealth Manager to join our team on a full-time basis. The position is open in multiple locations, including Mumbai, Pune, Bangalore Urban, Delhi, and Hyderabad. The ideal candidate must have a minimum of 7 years of work experience in investment management and portfolio management. The role demands excellent skills in financial planning, risk assessment, client relationship management, and market analysis.

Qualifications and Skills

• Minimum 7 years of experience in wealth management, investment management, or a related field.
• Strong proficiency in investment management (Mandatory skill) to develop effective investment strategies for clients.
• Proven expertise in portfolio management (Mandatory skill) to manage and optimize client portfolios for maximum returns.
• Solid understanding of financial planning to provide comprehensive financial advice to clients.
• Excellent skills in risk assessment to identify potential risks and develop mitigation strategies.
• Exceptional client relationship management abilities to maintain and grow client relationships.
• Ability to conduct thorough market analysis to stay updated on financial trends and market conditions.
• Outstanding communication and interpersonal skills for effective client interactions and presentations.
• Advanced proficiency in financial software and Microsoft Office suite, plus a keen ability to learn new tools.

Roles and Responsibilities

• Provide expert investment advice to clients, creating strategies to achieve their financial goals.
• Manage client investment portfolios, regularly reviewing and adjusting them to maximize returns and minimize risks.
• Conduct in-depth financial analyses and market research to inform investment decisions.
• Develop personalised financial plans for clients, including savings, investments, insurance, and retirement planning.
• Assess the financial risk profiles of clients and recommend appropriate actions to mitigate potential risks.
• Maintain and grow a robust client base by building strong, lasting relationships with clients.
• Keep clients informed about their investments and respond to their questions and concerns promptly.
• Stay updated with regulatory changes, ensuring compliance in all financial activities and client interactions.