WEALTH MANAGER – VIBEZ ESTATES

About Vibez Estates

Vibez Estates, founded in 2009, specializes in nature-inspired coffee estates and farmhouses in the Western Ghats. With 11+ completed projects and hundreds of acres developed, Vibez Estates offers premium, investment-ready properties combining lifestyle and asset value.

With over 30 years of plantation expertise , the company provides end-to-end estate management, security, and maintenance support to its clients.

About the Role

We are looking for a dynamic and target-oriented Wealth Manager to manage relationships with HNI, UHNI, investors, entrepreneurs, and affluent clients .

The role involves identifying investment requirements, presenting premium real estate opportunities, generating high-value sales, and building long-term client relationships.

Key Responsibilities

1. Client Relationship Management

- Build and maintain relationships with HNI/UHNI and affluent clients.
- Understand client investment goals, preferences, and budgets.
- Provide personalized investment solutions and premium client service.

2. Real Estate Investment Sales

- Present and sell premium coffee estates, farm plots, villas, holiday homes, and land investments.
- Conduct project presentations and coordinate property/site visits.
- Handle negotiations and close high-ticket transactions.
- Achieve monthly, quarterly, and annual sales targets.

3. Lead Generation & Networking

- Build a strong network of HNI/UHNI clients, investors, entrepreneurs, and business owners.
- Generate leads through referrals, networking events, exhibitions, social platforms, and personal connections.
- Develop a consistent pipeline of qualified prospects.

4. Investment Advisory

- Understand client requirements and recommend suitable real estate opportunities.
- Explain project location, pricing, appreciation potential, payment plans, and investment benefits.




- Stay updated with real estate market trends and competing projects.

5. Sales Conversion & Closure

- Manage the complete sales cycle from lead generation to closure.
- Conduct regular follow-ups and handle client objections.
- Coordinate with CRM, Legal, Finance, and Operations teams for smooth transactions.

6. Client Retention & Reporting

- Maintain strong relationships with existing clients and generate repeat/referral business.
- Maintain accurate CRM records and sales reports.
- Track leads, meetings, site visits, pipeline, and expected closures.

Key Skills Required

- Excellent communication and interpersonal skills.
- Strong sales, negotiation, and closing skills.
- Excellent networking and relationship-building abilities.
- Confidence in dealing with HNI/UHNI clients.
- Strong presentation and client-handling skills.
- Good understanding of real estate investments.
- Target-driven and self-motivated approach.
- Strong follow-up and conversion skills.
- Knowledge of CRM and MS Office.

Preferred Experience

Candidates with experience in

- Real Estate Sales
- Wealth Management
- Luxury/Premium Property Sales
- HNI/UHNI Relationship Management
- Investment Advisory

An existing HNI/UHNI client network or solid investor network will be a significant advantage.

Educational Qualification

- Bachelor's degree in Finance, Commerce, Business Administration, Marketing, Economics, or a related field.
- MBA/PGDM will be an added advantage.

Key Performance Indicators (KPIs)

- Sales revenue and high-value closures.
- HNI/UHNI client acquisition.
- Lead-to-conversion ratio.
- Qualified investor meetings and site visits.
- Repeat and referral business.
- Average transaction value.
- Client retention and engagement.

Join Vibez Estates and be part of a growing team focused on premium real estate, high-value client relationships, and exceptional investment opportunities.

📌 Wealth Manager (Bengaluru)
🏢 Vibez Estates
📍 Bengaluru