Wealth Manager

: Wealth Manager

Position Title: Wealth Manager

Department: Wealth Management

Role Summary:

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities:

Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Requirements:

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 36 years of experience in Wealth Management or Private Banking.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.