Role & responsibilities

We are looking for an experienced Wealth Manager to acquire, manage and grow relationships with HNI/UHNI clients. The candidate will be responsible for understanding client financial goals, providing suitable investment solutions, increasing AUM and generating revenue through effective relationship management.

Key Responsibilities
Acquire and develop HNI/UHNI client relationships.
Manage and deepen relationships with existing wealth clients.
Understand clients' financial goals, investment objectives and risk appetite.
Provide appropriate investment and wealth management solutions.
Drive AUM growth and revenue through client acquisition and wallet-share expansion.
Distribute investment products including:
Mutual Funds
PMS
AIF
Bonds / Fixed Income
Structured Products
Fixed Deposits
Insurance
Other investment and wealth solutions
Conduct regular portfolio reviews and recommend suitable solutions.
Generate referrals and recent business through existing client networks.
Build relationships with entrepreneurs, CXOs, business owners and affluent professionals.




Work closely with product specialists and internal teams to deliver customised solutions.
Ensure excellent client experience and high client retention.
Ensure compliance with company policies and applicable regulatory requirements.

Locations :

Chennai

Coimbatore

Kochi

Bangalore

Hyderabad

Mumbai

Pune

Delhi

Kolkata

lucknow

Ahmedabad

Surat

Indore

Candidate Profile
310 years of experience in Wealth Management / Private Banking / Investment Distribution.
Experience handling HNI/UHNI clients is preferred.
Solid knowledge of investment products and financial markets.
Proven track record in client acquisition, AUM growth and revenue generation.
Solid existing HNI client network will be an advantage.
Excellent communication, presentation and relationship management skills.
Candidates from Banks, Wealth Management firms, Securities companies, AMC and Financial Services are preferred.

📌 Wealth Manager Pan India South, West,north,east Kochi
🏢 AP Talent Search Services
📍 India