Wealth Manager

Key Responsibilities:

Client Acquisition & Relationship Management

• Acquire and retain UHNI clients with strong AUM potential.
• Build long-term relationships with UHNI clients, family offices, and business owners.
• Understand client goals and risk profiles to provide suitable investment solutions.

Portfolio & Investment Management

• Manage diversified portfolios across equity, debt, PMS, AIFs, mutual funds, bonds, and insurance.
• Provide research-backed investment advice and conduct periodic portfolio reviews.
• Recommend products aligned with risk, liquidity, and financial goals.

Business Development & Revenue Generation

• Drive revenue through new client acquisition and cross-selling.
• Develop strategies to expand the UHNI client base and market share.
• Generate bulk investment opportunities, structured deals, and referrals.
• Represent the organisation at client and industry events.

Client Servicing & Operations

• Ensure seamless client servicing and coordination with internal teams.
• Monitor portfolio performance, client activity, and revenue contribution.
• Prepare client reviews and portfolio performance reports.

Compliance & Risk Management

• Ensure compliance with regulatory and internal guidelines.
• Maintain accurate client documentation, suitability assessments, and recommendations.

Qualifications & Experience:

• Postgraduate in Finance, Business Administration, or related discipline; CFA / MBA preferred.
• 2-6 years of experience in wealth management / private banking, with a demonstrated track record of managing UHNI clients and large AUM ticket sizes.
• Sound understanding of investment products PMS, Mutual Funds, AIFs, Bonds, Insurance, and research-based advisory solutions.
• Strong existing relationships with UHNI/HNI clients and a proven ability to generate revenue.
• Excellent communication, presentation, and interpersonal skil