Role OverviewWe are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team This role is pivotal in guiding and supporting High Net Worth HNI and Ultra High Net Worth UHNI clients in achieving their financial objectives The successful candidate will be responsible for developing personalized financial plans managing portfolios across various asset classes and providing expert advice tailored to the unique needs of affluent clients Key ResponsibilitiesRequired Skills and QualificationsPreferred QualificationsClient Management Acquire recent HNI UHNI and corporate clients and build strong trusting relationships based on their financial goals and risk tolerance Financial Planning Analyze client situations develop personalized wealth management plans and provide advisory services including investment retirement and tax planning Portfolio Management Manage diverse investment portfolios across equities mutual funds PMS AIF bonds structured products and insurance ensuring they align with market conditions and client objectives Sales Achieve sales and revenue targets by cross-selling the firm s products and services to increase share of wallet Compliance Market Knowledge Stay informed on market trends regulations NISM AMFI IRDA and best practices to provide compliant and timely advice Collaboration Work with internal teams like research analysts and tax advisors for comprehensive solutions Education Bachelor s or Master s in Finance Economics Business Administration or a related field Experience Minimum 3 years in wealth management or financial services with experience in HNI client acquisition and meeting sales targets Skills Strong understanding of capital markets and investment products along with excellent analytical problem-solving and communication abilities Certifications CFP or CFA certifications are preferred NISM certification may be required - Experience with HNI clients and their specific needs - Knowledge of local tax laws and financial planning strategies - An existing book of AUM or strong local HNI UHNI connections is a significant advantage To Apply Share your resumeKaran Anand6397202494 ref updazz com

📌 Wealth Manager - Sales - Bank (4-15 Yrs) Bangalore/hyderabad/kolkata (bfsi Sales)
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📍 India