Wealth Manager

Role Summary

We are seeking an experienced Wealth Manager to acquire, manage, and grow relationships with High Net-Worth (HNI) and Ultra HNI clients . The role focuses on building long-term client partnerships, generating Assets Under Management (AUM), and providing comprehensive investment and portfolio advisory solutions aligned with clients financial goals.

Key Responsibilities

• Acquire and onboard HNI / Ultra HNI clients for wealth management services
• Build, manage, and grow client relationships to increase AUM and wallet share
• Advise clients on investments and manage their overall financial portfolios
• Deepen relationships with existing clients through cross-selling and upselling
• Coordinate with product, research, and investment teams to deliver suitable solutions
• Achieve assigned targets for clients, AUM, and revenue generation
• Conduct and support seminars, workshops, and business development initiatives
• Stay updated on market trends, investment products, and economic developments
• Regularly engage with clients to assess satisfaction and portfolio performance
• Review client portfolios periodically and recommend rebalancing based on market, life-stage, or financial changes
• Ensure compliance with internal policies, regulatory guidelines, and ethical standards

Key Products Handled

• Portfolio Management Services (PMS)
• Model Portfolios
• Mutual Funds
• Insurance (Life & General)
• Bonds & Fixed Income Products
• Equity Trading
• Commodities & Currency

Qualifications

• CFP / CFA
• MBA in Finance or Marketing

Experience

• Minimum 3+ years of experience in Wealth Sales / Wealth Management
• Proven track record in handling HNI / Ultra HNI clients

Key Skills & Competencies

• Individual contributor with strong ownership mindset
• Ability to manage a reasonable client book size
• Strong relationship-building and client advisory skills
• Excellent communication, presentation, and interpersonal skills
• Market knowledge and investment acumen
• Result-oriented and target-driven approach