Wealth Manager – Fixed Income
Tipsons Group
5 - 10 years
Ahmedabad
Posted: 12/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
Experience:
Minimum 1+ years of experience in the Wealth Management.
Key Responsibilities
- Strong understanding of Wealth Management products including Mutual Funds, Bonds, and other investment products, along with sound market knowledge
- Onboarding, handling, and managing HNI / Ultra HNI clients
- Responsible for achieving annual revenue, AUM, and strategic product targets for the assigned geography
- Advise and meet clients to understand their business and investment needs, aligned with their risk appetite and performance objectives, through appropriate structuring solutions
- Conduct regular portfolio reviews and provide clients with a comprehensive, birds-eye view of their investments
Required Skills & Competencies:
- Client relationship management and advisory skills
- Strong communication and presentation abilities
- Result-oriented with a client-first mindset
- Ability to manage targets and work collaboratively with internal teams
Services you might be interested in
We Search & Apply Jobs for You!
Our team scans through 1000s of opportunities and applies to roles best suited to your profile
Save 100+ hours and focus on what matters - cracking interviews and landing offers.
