Private Wealth Manager | Acquisition
Waytogo Consultants
5 - 10 years
Bengaluru
Posted: 20/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
Key Responsibilities:
- Acquire new HNI / UHNI / Family offices clients through networking, referrals, and market outreach
- Build and manage a strong pipeline of prospective clients
- Understand client financial goals and provide customized investment solutions
- Cross-sell wealth products such as:
- Mutual Funds
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Structured Products, Bonds, Insurance
- Achieve assigned AUM (Assets Under Management) and revenue targets
- Develop long-term relationships to ensure client retention and growth
- Coordinate with internal product and research teams for investment advisory support
- Stay updated on market trends, financial products, and regulatory changes
Services you might be interested in
Improve Your Resume Today
Boost your chances with professional resume services!
Get expert-reviewed, ATS-optimized resumes tailored for your experience level. Start your journey now.
