Wealth Partnership Manager
Wealth Partnership Manager
Posted on :
20-12-2024
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1 Vacancy
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Job Description
Company Profile & Job Description
Wealth Partnership Manager
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Office Location: Mumbai
About Winvesta
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and banking hasslefree and affordable for customers across India and the world. With its flagship product the MultiCurrency Account Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly.
Winvesta was founded by Swastik Nigam an IIMA graduate and former Investment Banker at Deutsche Bank London.
Winvesta has earned numerous accreditations in its young tenure including:
- Fintech Product of the Year 2024: BW Fintech Awards
- Best Payment Solution 2023: BW Fintech Awards
- Best Emerging Fintech 2023: Bharat Fintech Summit
- FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur.
- It is also a part of the prestigious London Mayor s International Business Program.
- The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells.
The Role
Winvesta is seeking a motivated Wealth Partnership Manager to join our dynamic team
Job Title: Wealth Partnership Manager
Location: Mumbai
Experience: 46 years
Winvesta is a rapidly growing fintech company on a mission to make crossborder payments and investment hasslefree and affordable for Indians. Winvesta is looking for a passionate individual and sharp communicator who is motivated to be a part of a hyper growth startup. This role will focus on driving revenue growth for our investment products while working closely with the CEO. The successful candidate will develop personalized financial strategies manage highnetworth client relationships and conduct market analysis to optimize investment opportunities.As a Wealth Partnership Manager you will play a crucial role in understanding clients financial goals risk tolerances and preferences ensuring tailored solutions that align with their objectives.
Responsibilities:
- Develop and execute strategies to increase revenue from investment products ensuring alignment with company goals.
- Build and maintain strong relationships with highnetworth individuals and institutional clients understanding their financial goals and investment preferences.
- Collaborate with clients to create personalized investment strategies that align with their objectives and risk tolerance.
- Conduct thorough market research to identify trends and opportunities in wealth management adjusting strategies accordingly.
- Work closely with internal teams including marketing and product development to enhance service offerings and client engagement.
- Regularly review client portfolios and performance metrics making recommendations for adjustments as necessary.
- Ensure all activities comply with relevant regulations and industry best practices.
- Collaborate closely with the CEO and crossfunctional teams to drive synergies and maximize sales potential
Requirements
- Bachelors degree in Finance Economics Business Administration or a related field.
- Minimum of 4 years of experience in wealth management or financial services with demonstrated success in revenue generation.
- Having proven experience in the fintech sector with a deep understanding of fintech products and services. Candidates should be wellversed in the current trends and challenges within the industry.
- Strong understanding of financial markets investment products and wealth management principles.
- Proficiency in financial analysis tools portfolio management software and CRM systems.
- Excellent interpersonal skills with the ability to build trust and rapport with clients.
- Strong analytical skills and problemsolving abilities with a resultsoriented mindset.
- Exceptional verbal and written communication skills to explain complex financial concepts clearly.
- High level of integrity and ethical conduct in line with regulatory guidelines.
- Relevant professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be an add ons.
At Winvesta you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services. An exceptional board of advisors and investors will back you. You will be empowered to have autonomy in building and executing processes under guidance.
Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
financial goals,capital market operations,capital markets advisory,market research,portfolio management software,fintech,financial planning,client engagement,crm systems,financial software proficiency,financial markets,investment products,high-net-worth client relationships,wealth management,financial analysis,financial strategies,regulatory guidelines,client portfolio management
Employment Type
Full Time
Key Skills
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