Wealth Manager

Wealth Manager

Key Responsibilities:

Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach.

Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews.

Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.

Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals.

Maintain and grow your AUM base through consistent engagement, transparency, and trust.

Stay ahead of market trends, global developments, and emerging opportunities to deliver informed advice.

Ensure all processes and recommendations are in line with company policies and SEBI regulations.

Qualifications & Skills:

Graduate/Postgraduate in Finance, Business, Economics, or related domains.

Certifications like CFP, CFA, NISM, or NCFM are an advantage.

Strong grasp of capital markets, investment products, and portfolio management strategies.

Proven success in client acquisition, relationship management, and revenue growth.

Excellent communication, presentation, and interpersonal skills.

Highly motivated, ethical, and driven by performance with a client-first mindset.