Wealth Manager

Description

We are looking for an experienced Wealth Manager to manage and grow relationships with HNIs/UHNIs, understand their financial goals, and provide customized investment and wealth management solutions.

Responsibilities

• Manage and strengthen relationships with HNI/UHNI clients and family offices.
• Acquire new clients and build a strong pipeline through networking, referrals, and market outreach.
• Understand clients' financial goals, risk appetite, and investment requirements.
• Provide customized investment solutions across Equities, Mutual Funds, PMS, AIFs, Bonds, Structured Products, and other wealth products.
• Drive AUM growth, revenue generation, client acquisition, retention, and cross-selling.
• Monitor client portfolios and provide relevant investment insights and market updates.
• Collaborate with investment specialists, product teams, and research teams to deliver holistic solutions.
• Ensure high-quality client servicing while maintaining compliance with regulatory and internal guidelines.

Requirements

• 512 years of experience in Wealth Management / Private Banking / Investment Advisory / Broking.
• Strong experience handling HNI/UHNI clients.
• Proven track record in client acquisition, AUM mobilization, and revenue generation.
• Good understanding of capital markets and investment products.
• Strong relationship management, communication, negotiation, and business development skills.
• Existing HNI/UHNI client network will be an added advantage.Role & responsibilities

Preferred candidate profile