Wealth Manager - Client Acquisition

Wealth Manager
Role Overview:
We are looking for an experienced Wealth Manager with strong expertise in wealth management, investment advisory and client relationship management. The ideal candidate should have experience managing affluent/HNI clients and a strong understanding of investment products including IPOs, Bonds, Mutual Funds, PMS and AIFs.
Key Responsibilities:
- Manage and develop long-term relationships with HNI and affluent clients.
- Understand clients' financial goals, investment preferences and risk profiles.
- Provide suitable wealth management and investment solutions based on client requirements.
- Advise clients on investment products including Mutual Funds, Bonds, IPOs, PMS, AIFs and other financial products.
- Develop and manage client portfolios while ensuring regular engagement and servicing.
- Identify opportunities to deepen existing client relationships and acquire new clients through referrals and networking.
- Conduct regular portfolio reviews and provide relevant investment insights to clients.
- Coordinate with internal investment, research and operations teams to ensure seamless client servicing.
- Monitor client portfolios and proactively address investment-related queries and requirements.
- Maintain accurate client records and ensure adherence to internal processes and applicable regulatory requirements.
- Stay updated on market developments, investment products and industry trends.
Required Skills:
- Minimum 3 years of experience in Wealth Management - Investment Advisory - Client Acquisition.
- Strong experience managing wealth management clients and investment portfolios.
- Good understanding of IPOs, Bonds, Mutual Funds, PMS and AIFs.
- Experience working with HNI - affluent clients is preferred.
- Strong relationship management and client engagement skills.
- Excellent communication, presentation and negotiation skills.
- Strong understanding of investment products and financial markets.
- Ability to identify client needs and provide appropriate investment solutions.
- Strong business development and client acquisition orientation.
Employment Details:
Experience: 3-8 Years
Work Mode: Work From Office
Employment Type: Full-time