Job Description:

Job Overview

We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining robust client relationships, and ensuring long-term wealth creation for high-value clients.

Key Responsibilities
Manage and grow relationships with Ultra-HNI clients and family offices.
Provide strategic advice across equity, debt, alternate investments, structured products, insurance, and estate planning.
Build and maintain an investment portfolio with cumulative AUM of ₹500 crore or more.
Conduct portfolio reviews, performance tracking, and market updates for clients.
Ensure compliance with regulatory and company policies at all times.
Collaborate with product, research,



and tax teams to deliver comprehensive solutions.

Key Requirements
3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
Exposure to managing large Ultra-HNI portfolios and familiarity with ₹500+ crore AUM environments.
Solid market knowledge across multiple asset classes.
Excellent relationship-building and communication skills.
Certifications like CFP, CFA, NISM preferred.

What We Offer
Attractive salary with open incentive structure.
Opportunity to work with prestigious clients and exclusive investment products.
Access to research-backed wealth management strategies.
Growth opportunities in the Ultra-HNI private banking domain.

📌 Wealth Manager Delhi (India)
🏢 Career Creed HR Services
📍 India