Wealth Manager - Bank

:

Key Responsibilities:

Client Relationship Management:

• Manage and deepen relationships with existing HNI and affluent clients.
• Acquire new clients through referrals, networking, and market outreach.
• Conduct regular portfolio reviews and financial planning discussions.
• Understand clients' financial goals, risk appetite, and investment preferences.

Investment Advisory:

• Recommend suitable investment products based on client requirements.
• Provide advisory services across Mutual Funds, Equity & PMS, AIFs, Bonds, Fixed Income Products, Insurance Solutions, and Structured Products.
• Monitor market trends and provide timely investment insights.

Business Development:

• Achieve AUM (Assets Under Management) and revenue targets.
• Increase wallet share through cross-selling and upselling financial products.
• Generate new business opportunities from existing and prospective clients.
• Build a strong referral network with professionals, entrepreneurs, and business owners.

Portfolio Management Support:

• Assist clients in portfolio diversification and asset allocation.
• Track portfolio performance and suggest rebalancing strategies.
• Ensure compliance with regulatory and internal guidelines.

Compliance & Reporting:

• Maintain complete documentation and KYC compliance.
• Adhere to applicable regulatory and internal compliance standards.
• Prepare client reports, MIS, and business updates.

Desired Candidate Profile:

Education:

• MBA (Finance), CA, CFA, CFP, or equivalent qualification preferred.
• NISM certifications will be an added advantage.

Experience:

• 3-5 years of experience in Wealth Management, Private Banking, Investment Advisory, Broking, or Financial Services.
• Experience handling HNI/UHNI clients preferred.
• Strong understanding of investment products and financial markets.

Skills Required:

• Excellent relationship management and communication skills.
• Strong knowledge of wealth management and investment products.
• Client acquisition and business development capabilities.
• Financial planning and portfolio management skills.
• Ability to analyze market trends and investment opportunities.
• Strong negotiation and presentation skills.

Key Performance Indicators (KPIs):

• Assets Under Management (AUM) growth.
• Revenue generation and product penetration.
• Client acquisition and retention.
• Cross-sell and upsell achievement.
• Client satisfaction and relationship depth.

Compensation:

Competitive fixed salary plus performance-linked incentives.

Preferred Industry Background:

Wealth Management Firms, Stock Broking, Private Banking, Investment Advisory, Financial Services, NBFCs, Asset Management Companies (AMCs), and Family Offices.