Job Description: Wealth Manager

Job Summary - The Wealth Manager will be responsible for managing and growing relationships with HNI and UHNI clients by providing comprehensive financial planning and investment advisory services. The role involves understanding client needs, offering customized wealth solutions, and ensuring long-term client satisfaction and portfolio growth.

Key Responsibilities
Build and manage a portfolio of HNI and UHNI clients.
Understand client financial goals and provide suitable investment solutions.
Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.
Regularly review client portfolios and recommend rebalancing as per market conditions.

5.Acquire recent clients through referrals, networking, and business development activities.
Ensure compliance with regulatory requirements and internal policies.
Maintain strong relationships with product partners and





internal teams.
Prepare reports, presentations, and investment proposals for clients.
Stay updated with market trends, economic developments, and new financial products.

Required Skills & Competencies
Excellent communication and relationship management skills.
Robust knowledge of financial markets and investment products.
Strong analytical and problem-solving abilities.
Client centric approach with a sales and advisory mindset.
Ability to work independently and meet targets.

Qualifications
Graduate/Postgraduate in Finance, Economics, Business, or related field.
Certifications such as CFP, CFA, NISM, AMFI (preferred).

Experience
1–6 or more years of experience in wealth management, financial advisory, Financial Services / Banking, Investment Advisory, Wealth & Portfolio Management, Tax & Financial Planning, Market & Economic Analysis
Experience in handling HNI clients is an added advantage.

Job Types: Full time, Permanent

Pay: From ₹300,000.00 per year

Work Location: In person

📌 Wealth Manager Surat
🏢 Mehta Wealth
📍 Surat