01 Aug
|
Leading
|
Bengaluru
Job Title: Wealth Manager
Location: Bangalore
Experience: 5–6 years
Qualification: Bachelor's or Master's degree in Finance, Commerce, or Economics (CFP/NISM preferred)
Work Schedule: Full -time
We’re hiring a Wealth Manager for our client which is a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs.
As the Wealth Manager, your responsibilities would be:
- Acquiring and managing HNI/UHNI clients with a focus on long -term wealth creation and relationship management.
- Developing and maintaining an AUM of INR 50 Cr and above through effective client acquisition and cross -selling.
- Providing end -to -end investment advisory services across equity, mutual funds, PMS, AIFs, and structured products.
- Conducting regular portfolio reviews and rebalancing based on market dynamics and individual client risk profiles.
- Collaborating with internal product and research teams to ensure seamless client servicing and regulatory compliance.
Requirements
- Substantial experience in wealth management, preferably with a private bank, broking house, or AMC.
- Proven track record of managing and growing an AUM of INR 50 Cr or more.
- Deep technical knowledge of investment products including Mutual Funds, PMS, AIFs, and fixed -income instruments.
- Excellent relationship -building and communication skills to influence HNI stakeholders.
- Relevant certifications such as NISM VA, NISM XA+XB, or CFP are highly preferred.
- Strong ability to analyze market trends and recommend suitable financial solutions.
- Competitive fixed compensation paired with performance -linked incentives.
- Chance for fast -track career growth within a rapidly expanding firm.
- Access to a wide bouquet of premium investment products and cutting -edge tech platforms.
- Work in a supportive and collaborative environment under experienced leadership.