I Cap Financial Services is a premier wealth management and multi-family office dedicated to serving Ultra High Net Worth Individuals (UHNWIs), High Net Worth Individuals (HNWIs), families, and institutional clients. Our primary focus is on preserving, growing, and compounding wealth through bespoke investment strategies with a solid emphasis on consistent alpha generation. We provide access to a comprehensive range of capital market investment solutions, including equities, mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), fixed-income securities, structured products, pre-IPO opportunities, and other sophisticated financial instruments. Backed by over a decade of capital market expertise, we combine deep market insights, disciplined execution, and personalized advisory to help clients achieve long-term wealth creation.
Experience
Minimum 1 year
CTC
4.2 5.4 LPA + High Performance Incentives
Job Summary
We are seeking a relationship-focused professional to manage and expand our HNI client portfolio.
The ideal candidate will acquire affluent clients, understand complex financial requirements, and provide customized wealth management solutions aimed at long-term wealth creation and alpha generation.
Key Responsibilities
- Acquire HNI clients through market sourcing, networking, referrals, and strategic partnerships.
- Build and manage long-term relationships with affluent investors.
- Advise clients on:
- Mutual Funds (SIP & Lump Sum)
- Direct Equities
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Algorithm-based Investment Strategies
- Comprehensive Financial Planning
- Identify cross-selling and wealth enhancement opportunities.
- Develop customized investment strategies aligned with client objectives.
- Conduct portfolio reviews and provide ongoing investment advisory.
- Drive business growth through strategic market penetration.
- Achieve assigned revenue and AUM target
📌 Wealth Manager (Bengaluru)
🏢 I Cap Financial Services
📍 Bengaluru
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