
[23/09/2025] Wealth Manager
5 days ago
Job Description
Key Responsibilities
- Acquire, manage, and grow a portfolio of HNI/UHNI clients
- Provide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)
- Leverage your existing client relationships and network to onboard new clients
- Track client portfolios and deliver consistent performance reviews and reporting
- Collaborate with in-house research and advisory teams to deliver insights and strategies
- Maintain high standards of ethics and professionalism
Ideal Candidate Profile
- 48 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks)
- Existing client book and AUM mandatory
- Sound understanding of capital markets, financial products, taxation, and compliance
- Excellent communication, presentation, and relationship management skills
- Available to join within 30 days or less
- Certifications such as NISM, CFP etc. (preferred but not mandatory)
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