Description

We are looking for an experienced Wealth Manager to manage and grow relationships with HNIs/UHNIs, understand their financial goals, and provide customized investment and wealth management solutions.

Responsibilities

- Manage and strengthen relationships with HNI/UHNI clients and family offices.

- Acquire new clients and build a strong pipeline through networking, referrals, and market outreach.

- Understand clients' financial goals, risk appetite, and investment requirements.

- Provide customized investment solutions across Equities, Mutual Funds, PMS, AIFs, Bonds, Structured Products, and other wealth products.

- Drive AUM growth, revenue generation, client acquisition, retention, and cross-selling.

- Monitor client portfolios and provide relevant investment insights and market updates.

- Collaborate with investment specialists, product teams,



and research teams to deliver holistic solutions.

- Ensure high-quality client servicing while maintaining compliance with regulatory and internal guidelines.

Requirements

- 512 years of experience in Wealth Management / Private Banking / Investment Advisory / Broking.

- Strong experience handling HNI/UHNI clients.

- Proven track record in client acquisition, AUM mobilization, and revenue generation.

- Positive understanding of capital markets and investment products.

- Strong relationship management, communication, negotiation, and business development skills.

- Existing HNI/UHNI client network will be an added advantage.Role & responsibilities

Preferred candidate profile

📌 Wealth Manager (Gurugram)
🏢 Careerist management Consultants
📍 Gurugram