Senior Wealth Manager - HNI/UHNI Portfolio Management - BFSI

Role Overview:

As a Senior Wealth Manager, you will serve as a strategic advisor to high-net-worth and ultra-high-net-worth individuals, managing their comprehensive financial portfolios and investment mandates. You will operate as the primary point of contact for your clients, working closely with internal investment committees, research analysts, and product specialists to deliver bespoke financial solutions. Your daily efforts will directly influence client retention, portfolio growth, and the expansion of the firm's footprint in the Bangalore, Guwahati, and Hyderabad markets.

Key Responsibilities:

• Manage and grow a portfolio of HNI/UHNI clients by providing tailored investment advice that aligns with their long-term financial goals and risk appetite.
• Cultivate and deepen existing client relationships through proactive engagement, regular portfolio reviews, and transparent communication to ensure high levels of satisfaction.
• Identify new business opportunities within the target regions to expand the firm's assets under management and market presence.
• Collaborate with internal product and research teams to curate investment strategies that leverage market opportunities and mitigate potential risks for clients.
• Ensure strict adherence to regulatory compliance and internal governance standards to maintain the integrity of client assets and the firm's reputation.

Required Skillset:

• Demonstrate a proven track record of managing complex investment portfolios and delivering consistent financial outcomes for sophisticated investors.
• Exhibit exceptional interpersonal and communication skills, with the ability to articulate complex financial concepts to diverse stakeholders.
• Possess a deep understanding of financial products, including equities, fixed income, alternative investments, and structured products.
• Maintain a strong professional network and the ability to navigate the local market dynamics in Bangalore, Guwahati, or Hyderabad effectively.
• Hold a relevant postgraduate degree or professional certification in finance, such as a CFA, CFP, or an MBA from a premier business school.
• Adapt seamlessly to a high-performance environment, balancing independent client management with collaborative team-based initiatives.
• Bring 7 - 16 years of relevant experience in wealth management, relationship management, or private banking.