Senior Wealth Manager
Location:BANGLORE
Experience: 10+ years
CTC: ₹30–45 LPA (Negotiable for the right candidate)
We are looking for an experienced Senior Wealth Manager
Key Responsibilities
- Manage and deepen relationships with clients.
- Advise clients on investments, asset allocation and wealth-management strategies.
- Acquire new clients through personal networks, referrals and business development.
- Grow AUM, revenue and client wallet share.
- Recommend suitable products including Mutual Funds, PMS, AIFs, Equities, Fixed Income and alternative investments.
- Conduct regular portfolio reviews and provide market/investment insights.
- Collaborate with internal investment, product and operations teams.
Requirements
- 10+ years of experience in Wealth Management / Private Banking / Investment Advisory / Financial Services.
- Proven track record
- Strong existing client network is highly preferred.
- Strong knowledge of investment products and Indian financial markets.
- Excellent relationship management, communication and business-development skills.
- MBA/Finance/CFA/CFP/CA or relevant qualifications preferred.
Compensation: ₹30–45 LPA. Salary is not a constraint for exceptional candidates with a solid background .
Apply with your CV :
[email protected]
Pay: ₹3,000,000.00 - ₹4,500,000.00 per year
Work Location: In person
📌 Senior Wealth Manager (Bengaluru)
🏢 Emiinence
📍 Bengaluru