Leadership Role - Wealth Manager - Wealth Management Firm

Job Title: Wealth Manager Individual Contributor & Playing Captain
Location: Bangalore
Company: Leading Wealth Management Firm
Employment Type:

Full-Time
About the Role:
We are looking for a high-performing Wealth Manager who can excel as an Individual Contributor while also acting as a Playing Captainleading by example, driving business results, and supporting a small team of Relationship Managers/Wealth Partners towards achieving revenue and client engagement goals.
This role is ideal for someone who enjoys hands-on client acquisition, portfolio advisory, and light team leadership, without compromising on personal book growth.
Key Responsibilities:
- Acquire, manage, and deepen relationships with High Net-Worth (HNI) and Ultra HNI clients.
- Provide bespoke financial advisory across asset classes including mutual funds, PMS, AIF, fixed income, and structured products.
- Build and manage a strong book of business with consistent revenue generation.
- Conduct goal-based financial planning and deliver high-quality investment advice.
- Playing Captain / Leadership Responsibilities.
- Guide, mentor, and support a small team of Relationship Managers / Wealth Partners.
- Lead by example through active client engagement and execution.
- Assist team members with client meetings, pitches, and portfolio recommendations.
- Ensure productivity, compliance adherence, and high service standards within the team.
- Collaborate with product, research, and operations teams to enable stronger client outcomes.
Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347.