Wealth Manager

LOCATIONS - Hyderabad, Chennai, Kochi and Bangalore

Role Overview

The Wealth Management Advisor is responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients by delivering personalized investment, financial planning, and advisory solutions. The role focuses on long-term relationship building, asset growth, and client satisfaction.

Key Responsibilities

Manage and advise a portfolio of HNI/UHNI clients on investments, financial planning, and wealth preservation

Understand client financial goals, risk appetite, and time horizons to design customized wealth solutions

Provide advisory across asset classes including equities, fixed income, mutual funds, PMS, AIFs, insurance, and alternative investments

Acquire new clients through referrals, networking, and business development initiatives

Monitor portfolio performance and conduct periodic reviews with clients

Ensure compliance with regulatory guidelines and internal policies

Coordinate with internal teams (research, product, operations) to deliver seamless client service

Stay updated on market trends, economic developments, and new investment products

Required Qualifications & Skills

Proven experience in wealth management, private banking, or financial advisory

Strong understanding of financial markets and investment products

Excellent relationship management and communication skills

Client-centric mindset with strong sales and advisory capabilities

Ability to analyze financial data and translate it into actionable advice

Knowledge of regulatory and compliance requirements