Senior Wealth Manager

1 month ago


Erode, India Monarch Networth Capital Ltd Full time

Job Purpose

MNCL group is preparing to establish a new wealth management division and appointing a new leader to spearhead it, who will also be tasked with assembling a dedicated team. The ideal candidate will be responsible for managing high net-worth individual (HNI) client portfolios, providing customized multi-investment products and services, and ensuring exceptional branch banking operations.


Job Responsibilities

  • Manage and grow a portfolio of HNI clients, understanding their financial goals and providing tailored investment solutions.
  • Offer personalized advice on investment products, asset allocation, and wealth management strategies.
  • Develop and maintain strong client relationships through proactive communication and regular portfolio reviews.
  • Collaborate with internal stakeholders to deliver seamless branch banking services to clients.
  • Ensure compliance with all regulatory requirements and internal policies.
  • Actively participate in business development activities to acquire new clients and expand the portfolio.


Job Requirements

  • Bachelor’s degree in finance, Economics, Business Administration, or related field.
  • 6+ years of proven experience in wealth management, handling HNI clients and providing customized investment solutions.
  • Strong understanding of financial markets, investment products, and portfolio management.
  • Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
  • Ability to work effectively in a team environment and collaborate across departments.
  • Certification such as CFP, CFA, or equivalent is preferred.



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