Job Description: Wealth Manager

Department

Wealth Management / Private Banking / Financial Advisory

Employment Type

Full time

Job Summary

We are seeking a knowledgeable and client-focused Wealth Manager to help individuals and families achieve their financial goals. The ideal candidate will build long-term client relationships, assess financial needs, and provide customized investment, retirement, tax, insurance, and estate planning strategies. This role requires strong financial expertise, relationship management skills, and the ability to deliver exceptional client service.

Key Responsibilities

- Build and maintain long-term relationships with high-net-worth and affluent clients.
- Conduct detailed financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.
- Develop personalized wealth management and financial planning strategies.
- Recommend suitable investment products, insurance solutions, retirement plans, and other financial services.
- Monitor investment portfolios and provide regular performance reviews and recommendations.
- Stay informed about market trends, economic developments, and regulatory changes.
- Identify opportunities to expand client portfolios through cross-selling and upselling financial products.
- Ensure compliance with internal policies, regulatory requirements, and ethical standards.
- Prepare financial reports, investment proposals, and client presentations.




- Collaborate with product specialists, investment advisors, tax consultants, and relationship managers to deliver comprehensive financial solutions.

Required Qualifications

- Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field.
- MBA, CFP, CFA, NISM, or other relevant financial certifications are preferred.
- 38 years of experience in wealth management, private banking, financial advisory, or investment consulting.
- Strong understanding of financial markets, investment products, mutual funds, insurance, and portfolio management.
- Excellent communication, presentation, and relationship management skills.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Office and CRM platforms.

Preferred Skills

- Financial planning and advisory
- Portfolio management
- Investment analysis
- Client relationship management
- Sales and business development
- Risk profiling
- Negotiation and influencing skills
- Regulatory compliance
- Time management
- Attention to detail

Key Performance Indicators (KPIs)

- Assets Under Management (AUM) growth
- Revenue and fee generation
- Client acquisition and retention
- Portfolio performance
- Cross-selling ratio
- Client satisfaction scores
- Compliance adherence

Interested Candidate's can contact:

Miss Mansi Yadav

Contact Number :(phone hidden)

Email I'd - [email protected]

📌 Wealth Manager (New Delhi)
🏢 Opus Global Services
📍 New Delhi