Job Purpose

The Wealth Manager is responsible for acquiring, managing, and growing client

relationships by providing holistic wealth management solutions. The role involves

understanding client financial goals, offering suitable investment strategies, and delivering

consistent advisory support to help clients achieve long-term wealth creation.

Key Roles & Responsibilities

Client Acquisition & Relationship Management

Acquire and onboard new clients through referrals, networks, and business

development activities

Build and maintain long-term relationships with clients

Understand client financial goals, risk appetite, and investment preferences

Act as the primary point of contact for assigned clients

Investment Advisory

Provide investment advice aligned with client objectives and risk profile

Recommend suitable investment products across asset classes

Conduct regular portfolio reviews and suggest rebalancing strategies

Explain market movements and investment rationale to clients clearly

Portfolio Management & Monitoring

Monitor client portfolios and track performance

Ensure timely execution of investment transactions

Coordinate with research and operations teams for smooth servicing

Address client queries related to investments, performance, and documentation

Business Growth & Revenue

Drive assets under management (AUM) growth

Cross-sell and up-sell financial products based on client needs

Achieve assigned revenue and AUM targets

Ensure high levels of client satisfaction and retention

Compliance & Documentation

Ensure adherence to SEBI regulations and internal compliance policies

Complete all client onboarding, KYC, and documentation accurately

Maintain proper records of client interactions and recommendations

Market Awareness

Stay updated on market trends, product updates, and regulatory changes

Participate in training programs and internal knowledge sessions

Skills & Competencies

Technical Skills

Strong understanding of financial markets and investment products

Ability to assess client needs and recommend appropriate solutions

Knowledge of asset allocation and portfolio management principles

Behavioral Skills

Excellent communication and interpersonal skills

Client-centric and solution-oriented approach

Strong negotiation and relationship-building skills

Result-oriented mindset

Wealth Manager