Sr.Wealth Manager

BFC Capital India; Lucknow; Presencial; INR 2.500.000 - 4.200.000; Jornada completa

Descripción de la vacante

BFC Capital India is seeking a Senior Wealth Manager to work on-site in Lucknow, providing end-to-end wealth management advisory for a client portfolio. You will assess goals, design financial plans, and recommend investments, insurance, and risk strategies.

Responsibilities include portfolio reviews, ongoing performance monitoring, and rebalancing to meet client needs, along with onboarding and relationship management. Collaboration with internal teams ensures timely, compliant service.

Formación

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related discipline.
• Certifications such as CFP, CFA, or NISM are advantageous.
• Proven experience in wealth management, private banking, or financial advisory.
• Excellent client relationship management, communication, and presentation skills.

Responsabilidades

• Assess client financial goals and develop comprehensive financial plans.
• Recommend investments, insurance, and risk management solutions.
• Perform ongoing portfolio review, performance monitoring, and rebalancing.
• Oversee client onboarding and relationship management while ensuring regulatory compliance.
• Collaborate with internal product, research, and operations teams to deliver high-quality service.

Conocimientos

Financial planning

Investment management

Insurance knowledge

Client relations

Market analysis

Communication skills

Presentation skills

Educación

Finance degree

CFP

CFA

NISM

Descripción del empleo

Company Description

BFC Capital India is a wealth management company specializing in customized wealth planning solutions for its clients. The firm focuses on understanding individual financial goals and risk profiles to design tailored strategies for wealth creation and preservation. BFC Capital India offers a range of financial products and advisory services aimed at long-term, client-centric outcomes. The organization values trust, transparency, and professional excellence in all client interactions.

Role Description

The Sr. Wealth Manager will work on-site in Lucknow in a full-time capacity, providing end-to-end wealth management advisory to a portfolio of clients. Responsibilities include assessing client financial goals, developing comprehensive financial plans, and recommending suitable investment, insurance, and risk management solutions. The role involves ongoing portfolio review, performance monitoring, and rebalancing to align with changing market conditions and client needs. The Sr. Wealth Manager will also be responsible for client onboarding, relationship management, and ensuring regulatory and compliance requirements are consistently met. Collaboration with internal product, research, and operations teams is expected to deliver high-quality, timely service.

Qualifications

• Strong Financial Planning and Finance skills to design holistic, goal-based strategies.
• Expertise in Investment Management and Investments for portfolio construction and asset allocation.
• Knowledge of Insurance products to support risk management and protection planning.
• Proven experience in wealth management, private banking, or financial advisory.
• Excellent client relationship management, communication, and presentation skills.
• Ability to analyze market trends, interpret financial data, and make informed recommendations.
• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related discipline; relevant certifications (e.g., CFP, CFA, NISM) are an advantage.
• High ethical standards, attention to detail, and comfort working in a performance-driven environment.