Sr. Wealth Manager (Telangana)

Sr. Wealth Manager (Telangana)

11 Aug
|
Jobjabs.com
|
Telangana

11 Aug

Jobjabs.com

Telangana

As a Wealth Manager at the Hyderabad branch you will be responsible for acquiring advising and managing high-net-worth individual HNI clients The role demands a deep understanding of investment products relationship management and financial planning You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions Key Responsibilities Acquire new HNI UHNI clients through networking referrals and personal efforts Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews Offer a wide range of financial products including equity mutual funds PMS AIFs bonds insurance structured products etc Conduct risk profiling and financial planning to align client goals with appropriate investment strategies Maintain and grow Assets Under Management AUM and ensure high client retention through superior service and engagement Stay updated with market trends economic updates and investment opportunities Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions ahmeda Qualifications Skills Graduate Postgraduate in Finance Business Economics or related fields Certifications like CFP NISM NCFM CFA preferred Minimum 3 years of relevant experience in wealth management private banking or investment advisory Robust understanding of financial markets investment products and portfolio management Proven track record in client acquisition and relationship management Excellent communication interpersonal and negotiation skills Self-driven target-oriented and ethical Why Join Us Be part of a growing global financial powerhouse with a strong local presence Access to a comprehensive suite of investment products and research-backed advisory Opportunity to work in a client-first culture with strong support from research and product teams Competitive compensation and performance-based incentives Job Types Full-time Permanent Pay 400 000 00 - 1 481 666 97 per year Benefits Cell phone reimbursement Food provided Health insurance Life insurance Paid sick time Provident Fund Schedule Day shift Monday to Friday Morning shift Work Location In person

📌 Sr. Wealth Manager (Telangana)
🏢 Jobjabs.com
📍 Telangana

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