We are seeking a dynamic Wealth Manager to manage and grow relationships with High Net Worth Individuals (HNIs) and Ultra HNIs. The role involves providing holistic wealth management solutions including investment advisory, financial planning, and portfolio management, with a strong focus on client acquisition and AUM growth.

Key Responsibilities

Manage and grow a portfolio of HNI/UHNI clients
Provide end-to-end wealth management solutions (equity, mutual funds, PMS, AIFs, bonds, structured products, unlisted shares)
Understand client financial goals and design customized investment strategies
Drive client acquisition through referrals, networking, and business development
Cross-sell financial products to increase wallet share
Monitor client portfolios and provide timely rebalancing advice
Maintain high levels of client engagement and satisfaction
Ensure compliance with regulatory and internal guidelines

Required Qualifications

Bachelor's degree in Finance, Business, Economics, or related field
Certifications preferred: CFA / CFP / NISM / CA / MBA (Finance)
Proven track record in client acquisition and AUM growth
Strong understanding of financial markets and investment products
Excellent relationship management and communication skills

Preferred Skills

Strong sales and persuasion ability
Deep understanding of HNI behavior and wealth planning
Portfolio construction and asset allocation expertise
Networking and relationship-building skills
Ability to handle large-ticket clients and complex portfolios

Key Performance Indicators (KPIs)

Net New AUM generated
Revenue / Fee income
Client acquisition (new HNI clients onboarded)
Client retention rate
Cross-sell ratio

Skills: wealth,investment,hni,wealth management,client acquisition