Job Purpose
The Wealth Manager is responsible for acquiring, managing, and growing client
relationships by providing holistic wealth management solutions. The role involves
understanding client financial goals, offering suitable investment strategies, and delivering
consistent advisory support to help clients achieve long-term wealth creation.
Key Roles & Responsibilities
Client Acquisition & Relationship Management
• Acquire and onboard recent clients through referrals, networks, and business
development activities
• Build and maintain long-term relationships with clients
• Understand client financial goals, risk appetite, and investment preferences
• Act as the primary point of contact for assigned clients
Investment Advisory
• Provide investment advice aligned with client objectives and risk profile
• Recommend suitable investment products across asset classes
• Conduct regular portfolio reviews and suggest rebalancing strategies
• Explain market movements and investment rationale to clients clearly
Portfolio Management & Monitoring
• Monitor client portfolios and track performance
• Ensure timely execution of investment transactions
• Coordinate with research and operations teams for smooth servicing
• Address client queries related to investments, performance, and documentation
Business Growth & Revenue
• Drive assets under management (AUM) growth
• Cross-sell and up-sell financial products based on client needs
• Achieve assigned revenue and AUM targets
• Ensure high levels of client satisfaction and retention
Compliance & Documentation
• Ensure adherence to SEBI regulations and internal compliance policies
• Complete all client onboarding, KYC, and documentation accurately
• Maintain proper records of client interactions and recommendations
Market Awareness
• Stay updated on market trends, product updates, and regulatory changes
• Participate in training programs and internal knowledge sessions
Skills & Competencies
Technical Skills
• Strong understanding of fin