Senior Wealth Manager

Company Description

HENOX Capital is a team of dedicated professionals specializing in insurance and investment solutions, with a mission to turn financial aspirations into reality. With years of experience, the firm is known for tailored strategies that ensure wealth growth and financial security. Renowned for their integrity, innovative approach, and personalized guidance, HENOX Capital takes pride in addressing the unique needs of its clients. By delivering solutions with clarity and foresight, the organization is committed to securing a brighter financial future for its clients.

Role Description

This is a full-time, on-site Senior Wealth Manager role located in Ghaziabad. The Senior Wealth Manager will focus on new HNI/Ultra-HNI Customer aquisition, providing expert financial planning and investment management services tailored to client needs. Responsibilities include identifying investment opportunities, building and managing personalized portfolios, offering insurance solutions, and maintaining strong client relationships. Additional tasks include monitoring financial trends, ensuring compliance with regulations, and achieving strategic wealth management goals effectively.

Qualifications

• Strong expertise in Financial Planning to identify, design, and implement personalized financial strategies.
• Extensive knowledge in Investment Management and Investments to develop and monitor client portfolios effectively.
• Proficiency in Finance and Insurance to provide comprehensive and secure financial solutions.
• Excellent communication and relationship management skills for client engagement and retention.
• A bachelor's degree in Finance, Economics, or a related field is required; advanced certifications like CFP or CFA are preferred.
• Ability to analyze market trends and align strategies with evolving client needs.
• Proven track record in delivering measurable results in wealth management roles.