We are looking for an experienced Wealth Manager to manage and grow a portfolio of High Net-Worth (HNI) and Ultra HNI clients. The role involves delivering holistic wealth solutions across investments, advisory, and financial planning while building long-term client relationships.
Key Responsibilities:
Client Relationship & Advisory:
- Manage and grow a book of HNI / UHNI clients
- Understand clients financial goals and risk profiles to offer tailored wealth solutions
- Act as a trusted advisor for investments, estate planning, and wealth structuring
- Ensure high levels of client satisfaction and retention
Investment & Product Advisory:
- Advise clients across asset classes including Mutual Funds, PMS & AIFs, Equities & Fixed Income, Insurance & other wealth solutions
- Monitor portfolios and provide periodic performance reviews
- Keep clients informed of market trends and investment opportunities
Business Development:
- Acquire new clients through referrals, networking, and internal leads
- Deepen wallet share with existing clients
- Collaborate with internal product, research, and operations teams
Desired Candidate Profile:
- 10+ years of experience in wealth management, private banking, or investment advisory
- Experience managing HNI / UHNI clients is mandatory
- Strong understanding of financial markets and investment products
- Strong client-facing and relationship management skills
- Excellent communication and presentation abilities
- Commercial mindset with business development orientation
- Ability to work independently and manage end-to-end client relationships
