Wealth Manager

Wealth Manager:

Role -Wealth Manager

Reporting to- Business Head

Exp Range: 5+ years

1. Relationship Management & Advisory

• Act as the primary point of contact for a curated set of HNI/UHNI clients, managing their overall wealth journey with CFSPL.
• Conduct deep-dive financial discovery to align client risk-profiles with Capitalminds proprietary PMS and Mutual Fund strategies.
• Lead with an Advisory-First mindset, focusing on long-term asset allocation rather than short-term product picking.

2. Portfolio Reviews & Communication

• Maintain a rigorous review cadence (Quarterly/Semi-Annual) to discuss portfolio performance, strategy drift, and life-goal changes.
• Translate Capitalminds quantitative research and momentum/value insights into clear, actionable narratives for clients.
• Proactively manage client behavior during market volatility, acting as a behavioral coach.

3. Client Acquisition & Onboarding

• Convert high-intent leads (often from our research community) into long-term wealth management clients.
• Collaborate with the growth team to expand the portfolio through referrals from the existing client base.

4. Process & Compliance Discipline

• Ensure 100% adherence to SEBI suitability norms and internal Client First guidelines.
• Maintain meticulous documentation of client interactions and advisory notes in the CRM.
• Collaborate with the Operations and Investment teams to ensure seamless onboarding and error-free execution.

• High Retention:Maintain a client retention rate of >95% through high-quality engagement.
• Portfolio Hygiene:100% of managed portfolios are aligned with their stated Risk-Return profiles.
• Advisory Depth:Successfully transitioned clients from tactical/ad-hoc investing to a structured, process-oriented framework.
• Referral Growth:At least 20% of new AUM growth contributed through client referrals.
• Process Mastery:Zero compliance observations on suitability or documentation for the assigned book.
  

• Experience:5+ years in Wealth Management, Private Banking, or Investment Advisory.

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• Domain Expertise:Strong grip on Indian capital markets, specifically PMS (Portfolio Management Services), AIFs, and Mutual Funds.
• Relationship Maturity:You have the gravitas to talk to Founders, CXOs, and sophisticated investors without being intimidated or overly subservient.
• Consultative selling: structured diagnosis, objection-handling rooted in trade-offs and evidence, and the ability to close without manipulation.
• Communication:Exceptional ability to simplify complex data. You prefer a clear no to a vague maybe.
• Good-to-have:CFA, CFP (Certified Financial Planner) or NISM X-A/X-B certification
• Consultative Approach:Ability to ask the right questions to uncover a clients true financial pain points.
• Experience managing a book of ?100Cr+ AUM.
  

• Evidence-Driven Culture:Work with a team that uses data, not gut feel, to make investment decisions.
• Transparency:Our clients love us because we are honest about what we know and what we dont.
• Growth:We are a fast-scaling boutique where high performers have a direct path to leadership roles.
  

Capitalmind Financial Services is a SEBI Registered Portfolio Manager. This role requires strict adherence to the SEBI (Portfolio Managers) Regulations, 2020. Ethical selling, accurate risk profiling, and suitability assessments are non-negotiable core responsibilities.