We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth. Key Responsibilities
Acquire HNI/UHNI clients through referrals, networking, and business development.
Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
Provide investment advisory based on clients' financial goals and market trends.
Build long-term client relationships and ensure superior client service.
Drive AUM growth and achieve business targets.
Experience & Skills
3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
Solid knowledge of financial markets and investment products.
Experience in HNI/UHNI client acquisition and relationship management.
Excellent communication, relationship management, and business development skills.
Existing HNI/UHNI client network will be an added advantage. ? How to Apply To schedule your interview, please share your updated CV via WhatsApp using the contact number below.