Position: Wealth Manager

Work Location:
Bangalore:
Chennai:
Pune:
Delhi:
Ahmedabad:
Hyderabad:
Kolkata:
Surat

About the Role

Key Responsibilities
Build and maintain solid relationships with HNI/UHNI clients.
Understand clients' financial goals, risk appetite, and investment preferences.
Develop customized investment strategies and wealth management solutions.
Monitor client portfolios and provide regular performance reviews.
Keep clients informed about market trends, investment opportunities, and portfolio performance.
Acquire new HNI/UHNI clients through referrals and open-market sourcing.
Strengthen existing client relationships through portfolio reviews and financial planning.
Achieve assigned AUM and revenue targets within the allocated geography.
Increase customer wallet share through cross-selling investment and wealth products.
Conduct client meetings, presentations, and investor awareness sessions.
Stay updated on financial markets, regulatory changes, and investment products.

Eligibility

Education




Master's Degree from a recognized university.

Experience
Minimum 8 years of experience in Wealth Management, Investment Advisory, Private Banking, or Financial Services.

Required Skills:
Solid knowledge of financial markets and investment products.
Excellent communication and relationship management skills.
Multilingual communication ability preferred.
Strong analytical and financial planning skills.
Client acquisition and business development expertise.
Negotiation and convincing skills.
Target-driven with a customer-centric approach.

Behavioral Competencies
Customer Service Orientation
Relationship Building
Team Collaboration
Result Orientation
Initiative and Ownership
Creativity & Innovation
Robust Interpersonal Skills
Cultural Sensitivity
Willingness to Learn
Professionalism and Integrity

Certifications
Mandatory industry certifications as per company and regulatory requir

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