Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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SHREY MALHOTRA

Chicago,USA

Summary

WEALTH MANAGEMENT & CLIENT RELATIONSHIP PROFESSIONAL

Client-focused wealth management and business development professional with 8+ years of global experience supporting high-net-worth and ultra-high-net-worth clients, driving revenue growth, and delivering personalized financial strategies. Currently supporting a boutique U.S.-based multi-family office and RIA with tailored financial planning, investment analysis, and client engagement initiatives.

Proven success in building trusted client relationships, optimizing revenue pipelines, and implementing operational best practices within the wealth management space. Brings prior international experience negotiating multimillion-dollar contracts and leading client engagement across Europe, Middle East, and India.

Currently pursuing Series 65 and Series 7 licenses to expand advisory capabilities. U.S. permanent resident, fully authorized to work without sponsorship.

Overview

9
9
years of professional experience

Work History

Client Service & Wealth Management Associate

Unique Wealth Strategies
Burr Ridge, USA
02.2024 - Current
  • Support a boutique RIA and multi-family office practice serving HNW/UHNW clients with customized financial strategies and portfolio planning.
  • Drive meeting preparation and post-meeting deliverable execution to enhance client experience and support revenue generation.
  • Manage financial snapshots, insurance illustrations, and risk analysis reports using Orion, Riskalyze, Schwab, and carrier platforms.
  • Track revenue opportunities and referral pipelines via dynamic dashboards; maintain Redtail CRM integrity to support marketing and compliance initiatives.
  • Collaborate with advisors and leadership to align meeting outcomes with business priorities, ensuring strategic client follow-up and satisfaction.
  • Interface with international banks and insurance carriers to facilitate client account management and documentation.
  • Selected Impact: Helped implement standardized revenue tracking and meeting governance processes to support the firm’s growth into multi-family office services.

Business Development Manager

Emperor Foodex Limited
Gurgaon, India
02.2020 - 01.2024
  • Led international sales and client relationship management for a leading exporter of mango and guava pulp, servicing major beverage companies across Europe and the Middle East.
  • Built and managed a global institutional client pipeline; opened 5+ new markets through targeted prospecting and relationship building.
  • Negotiated and closed multimillion-dollar contracts; managed full sales cycle from lead generation through contract execution and logistics.
  • Fostered long-term client relationships resulting in repeat business and revenue growth.

Regional Sales Manager

Kaiser Industries Limited
Gurgaon, India
09.2016 - 01.2020
  • Directed regional sales operations for a leading manufacturer of agrochemical surfactants; led a high-performing sales team and drove consistent revenue growth.
  • Exceeded 125%+ of annual sales quotas through consultative sales strategies and key account management.
  • Designed and delivered training programs that improved team performance and client engagement.
  • Collaborated cross-functionally with R&D and marketing teams to launch sustainable product lines and meet emerging market demands.

Education

Bachelor of Science - Agribusiness Management

Pennsylvania State University

Bachelor of Arts - Economics

Pennsylvania State University

Skills

  • HNW/UHNW Client Relationship Management
  • Financial Planning & Investment Analysis
  • Client Service & Revenue Enablement
  • Meeting Preparation & Client Deliverables
  • CRM Data Management
  • Cross-Functional Team Collaboration
  • Sales & Business Development Strategy
  • Contract Negotiation & Closing
  • International Market Expansion
  • Compliance & Documentation Coordination

Hobbies and Interests

  • Active trader and investor with hands-on experience in options, futures, and global capital markets
  • Fluent in Hindi and English
  • Passionate about sustainable agriculture, global markets, and emerging financial technologies

Timeline

Client Service & Wealth Management Associate

Unique Wealth Strategies
02.2024 - Current

Business Development Manager

Emperor Foodex Limited
02.2020 - 01.2024

Regional Sales Manager

Kaiser Industries Limited
09.2016 - 01.2020

Bachelor of Science - Agribusiness Management

Pennsylvania State University

Bachelor of Arts - Economics

Pennsylvania State University

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