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 robust 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.
Robust 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