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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 strong 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.

- Strong 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.

- Chance to work with prestigious clients and exclusive investment products.

- Access to research-backed wealth management strategies.

- Career growth in the Ultra-HNI private banking domain.

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