We seek a highly driven and experienced Wealth Manager Investment Manager to lead our Private Wealth division This role involves handling a team driving client acquisition delivering advisory solutions and ensuring consistent business growth Key Responsibilities Team Leadership Performance Management Lead mentor and manage a team of wealth executives or relationship managers Train the team in product knowledge client acquisition and advisory skills Set and monitor team targets for AUM growth and onboarding Foster a collaborative high-performance culture Client Acquisition Relationship Management Personally identify and onboard HNI and UHNI clients Leverage networking and referrals to expand client base Maintain long-term trust-based relationships with clients Investment Advisory Portfolio Strategy Develop customized investment strategies aligned with client goals Recommend Mutual Funds PMS AIF Bonds Insurance and Loans Conduct periodic portfolio reviews and optimize strategies Business Development Revenue Expansion Achieve individual and team targets for revenue and AUM Drive cross-selling across wealth management products Stay updated on market trends and new investment opportunities Operational Excellence Compliance Collaborate with tax legal and audit teams for integrated solutions Ensure compliance with regulatory norms and company policies Maintain MIS reports on client interactions and portfolio updates Qualifications Bachelor s degree BBA or equivalent degree in Business Commerce or Finance Master s degree MBA or equivalent degree Finance Marketing Banking Finance Certifications such as NISM CFP CFA are an added advantage Experience 5-10 years in Wealth Management Private Banking or Investment Advisory Experience handling HNI UHNI clients Proven experience in team leadership and business development Skills Competencies Exceptional leadership and team management skills Robust communication and interpersonal abilities Analytical mindset and attention to detail Target-driven self-motivated approach Strong negotiation and presentation capabilities Job Type Full-time Pay 800 000 00 - 1 400 000 00 per year Benefits Cell phone reimbursement Leave encashment Work Location In person

📌 Investment Manager (Tamil Nadu)
🏢 NJ MACSON AND ASSOCIATES
📍 Tamil Nadu