This role is for one of the Weekday's clients

Min Experience: 3 years

Location: Bengaluru

JobType: full-time

The Wealth Manager will be responsible for acquiring, managing, and growing HNI/UHNI client relationships with a focus on long-term wealth creation. The role involves delivering comprehensive investment advisory services, achieving AUM targets, and ensuring high-quality client servicing through a consultative approach.

Key Responsibilities

- Acquire and manage HNI/UHNI clients, focusing on long-term wealth creation and portfolio growth.
- Develop and maintain an AUM of INR 50 Cr or above.
- Provide end-to-end investment advisory services across equities, mutual funds, PMS, AIFs, bonds, NCDs, and structured products.
- Understand client risk profiles and recommend tailored financial solutions.
- Achieve revenue and AUM targets through effective relationship management and cross-selling.
- Conduct regular portfolio reviews and rebalance investments based on market dynamics.
- Ensure compliance with regulatory guidelines, internal processes, and documentation standards.
- Collaborate with internal teams—product, research, and operations—to deliver seamless client servicing.

Candidate Profile





- 5–6 years of experience in wealth management, preferably with private banks, broking houses, or AMCs.
- Proven track record in acquiring and managing an AUM of INR 50 Cr or more.
- Strong knowledge of investment products, including equities, mutual funds, PMS, AIFs, and fixed income instruments.
- Excellent client acquisition, relationship-building, and communication skills.
- Relevant certifications such as NISM VA / NISM XA+XB / CFP are preferred.
- Bachelor’s or Master’s degree in Finance, Commerce, Economics, or related fields.

What We Offer

- Competitive fixed compensation plus performance-linked incentives.
- Rapid-track career growth and development opportunities.
- Access to a diverse range of investment products and tech-enabled platforms.
- Supportive leadership and collaborative work environment.

Key Skills

- Wealth Management & HNI Advisory
- Portfolio & AUM Growth
- Investment Products: PMS, AIFs, Mutual Funds, Equities, Fixed Income
- Relationship Management & New Client Acquisition
- Cross-Selling & Advisory

📌 Wealth Manager (Bengaluru)
🏢 Nameless
📍 Bengaluru