Wealth Manager

Job description:

About the Role

We are looking for a dynamic and client-focused Wealth Manager to manage and expand relationships with HNI, UHNI, and Family Office clients. The candidate should have strong B2B experience in investment products, excellent relationship management skills, and the ability to provide customized wealth solutions to premium clientele.

Key Responsibilities

Acquire and manage HNI, UHNI, and Family Office clients for wealth and investment solutions.

Build strong B2B relationships with corporates, financial partners, and institutional networks for business generation.

Advise clients on investment products such as:

Mutual Funds

PMS & AIFs

Bonds & Fixed Income Products

Insurance Products

Structured Products

Equity & Alternate Investments

Understand client financial goals and provide customized portfolio strategies.

Generate revenue through cross-selling and upselling investment products.

Maintain long-term relationships with key clients and stakeholders.

Monitor market trends, investment opportunities, and economic developments.

Coordinate with internal investment and research teams for portfolio recommendations.

Possess basic understanding of Forex markets and currency-related investment products.

Ensure compliance with regulatory and internal investment guidelines.

Required Skills & Qualifications

Bachelor's Degree in Finance, Business, Economics, or related field. MBA/CFP/NISM certifications preferred.

Proven experience in Wealth Management or Investment Advisory.

Strong exposure to B2B sales of investment products.

Hands-on experience dealing with HNI, UHNI, and Family Office clients.

Good knowledge of financial markets and wealth products.

Basic understanding of Forex and global investment markets.

Excellent communication, presentation, and negotiation skills.

Strong relationship management and networking abilities.

Preferred Candidate Profile

Candidates from Private Banks, Wealth Management Firms, NBFCs, Broking Firms, or Investment Advisory companies preferred.

Existing client network in HNI/UHNI segment will be an added advantage.

Strong revenue generation and portfolio management capabilities.

Work Location: In person