Senior Wealth Manager- HNI Part time (Vadodara)

Senior Wealth Manager- HNI Part time (Vadodara)

06 Apr
|
WEALTH CREATION
|
Vadodara

06 Apr

WEALTH CREATION

Vadodara

About Us Wealth Creation Company is a premium wealth distribution platform for HNI and UHNI families, offering curated, compliant solutions across Mutual Funds, PMS, AIF, Bonds, FD, Unlisted Shares and our flagship strategy that has historically delivered 30–40% p.a. over the last 10 years—accessible only to select clients and partners (past performance; not a guarantee). Role Summary This part-time role is for seasoned wealth professionals who want flexibility, a powerful product platform and exclusive strategies, while fully owning their client relationships. You will leverage your HNI/UHNI network to acquire, advise and retain clients, backed by our research, operations and compliance teams. Key Responsibilities · Acquire and manage HNI/UHNI clients using your existing and referral network. · Understand goals and risk profile; design long-term portfolios using our curated products and flagship strategy. · Conduct regular portfolio reviews and guide clients through market cycles with ethical,



high-touch advice. · Maintain top-class documentation and regulatory compliance in every transaction. Ideal Profile · 5–25+ years in Wealth / BFSI with affluent or HNI clientele. · Prior handling of at least ₹25 - 100 Cr AUM or 25–100 affluent/HNI relationships. · Robust relationship-building skills, high integrity and comfort with financial regulations and documentation. What You Get · Part-time, flexible engagement with full platform, research and operations support. · Regular support and ongoing trainings to help you close more and larger tickets. · Access to our exclusive high-performance strategy for qualified clients. · Fixed salary potential up to 5–10x your last drawn CTC, plus powerful performance incentives— (once you prove your mettle) How to Apply · Email: · WhatsApp (messages only):

📌 Senior Wealth Manager- HNI Part time (Vadodara)
🏢 WEALTH CREATION
📍 Vadodara

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