Senior Wealth Manager

Location:KOCHI
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.
- Robust 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 strong 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 (India)
🏢 Emiinence
📍 India