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of Wealth Manager (Sr. Assistant Manager / Manager)

Job Role

The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients, managing their investment portfolios, providing high-quality customer service, and achieving sales targets. This position involves comprehensive financial planning, investment advisory, and ensuring a seamless client experience, with a focus on various financial products such as

Mutual Funds, Insurance, Bonds, Alternate Investment Funds (AIF) and Portfolio Management Services

(PMS).

- HNI Client Acquisition:

● Develop and implement strategies for prospecting and acquiring new HNI clients.

● Identify and pursue opportunities to initiate new relationships with HNIs.

● Network with potential clients through industry events, seminars, referrals, and other channels.

● Collaborate with marketing and business development teams to create targeted campaigns and materials aimed at HNI prospects.

- Client Relationship Management:

● Build and maintain strong, long-term relationships with clients to understand their financial goals and needs.

● Conduct regular meetings to review clients' financial portfolios and provide updates on market trends.

● Address client inquiries promptly and resolve issues to ensure a seamless client experience.

- Financial Planning and Advisory:

● Conduct thorough financial assessments and create customized wealth management plans.

● Advise clients on asset allocation,



risk management, tax strategies, estate planning, and retirement planning.

● Prepare and present detailed investment proposals and financial reports.

- Investment Management:

● Manage portfolios of HNI clients by recommending suitable investment products,

including mutual funds, insurance, bonds, equities, structured products, alternate investment funds and portfolio management services (PMS).

● Monitor and manage clients' investment portfolios, making adjustments as needed to optimize performance.

● Conduct in-depth research and analysis of financial markets, products, and investment opportunities.

- Sales Target Achievement:

● Develop and implement strategies to achieve sales targets and business objectives.

● Track and report on sales performance, adjusting strategies as needed to meet goals.

● Utilize data and client feedback to refine sales approaches and improve results

Qualification Education

● Bachelor’s degree in Finance, Economics, Business Administration, or related field. Advanced degrees (e.g., MBA, MS in Finance) preferred.

● Professional certifications such as CFP (Certified Financial Planner), or similar credentials are highly desirable.

Experience





● Minimum 3 to 5 years of experience in wealth management, financial planning, or investment advisory roles.

● Proven track record of successfully acquiring and managing portfolios for HNIs and delivering personalized financial solutions.

● Demonstrated success in client acquisition, business development, and achieving sales targets.

Skills

● Strong understanding of financial markets, investment products, and wealth management strategies.

● Excellent analytical, quantitative, and problem-solving skills.

● Superior interpersonal and communication skills, with the ability to build trust and rapport with clients.

● High ethical standards and commitment to maintaining client confidentiality.

● Effective networking and relationship-building abilities.

● Strong sales and negotiation skills.

Working Conditions

● This role typically operates in a professional office environment with frequent client meetings.

● Some travel may be required for client consultations and industry events.

Performance Metrics

● Number of new HNI clients acquired.

● Client satisfaction and retention rates.

● Growth of assets under management (AUM).

● Achievement of client financial goals.

● Achievement of sales targets.

● Compliance with regulatory requirements.

Benefits

● Competitive salary and performance-based incentives.

● Comprehensive benefits package including health insurance, life insurance, provident funds etc.

● Career development opportunities and support for continuing education and learning.

📌 Wealth Manager (Sr. Assistant Manager / Manager) (Mumbai)
🏢 RECEX
📍 Mumbai