Role Summary
The Wealth Manager will be responsible for managing and expanding relationships with Affluent and High Net Worth (HNI) clients. The role focuses on driving Assets Under Management (AUM) growth, enhancing client engagement, and delivering customized investment advisory solutions aligned with clients’ financial goals.
Key Responsibilities
Develop, manage, and grow a portfolio of Affluent and HNI clients
Drive AUM growth and maximize client wallet share through strategic advisory
Provide personalized investment recommendations and portfolio management services
Identify and acquire recent clients through structured market mapping and networking
Track market trends and proactively recommend suitable investment strategies
Collaborate with internal research and product teams to deliver enhanced client solutions
Organize and lead client engagement initiatives, including seminars and knowledge sessions
Candidate Requirements
Demonstrated experience in wealth management, banking, or financial services
Established network within the Affluent and HNI client segment preferred
Strong understanding of financial markets and investment products
Excellent communication, presentation, and relationship management skills
Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut - (phone hidden)