Senior Wealth Manager

2 days ago

Bangalore, India ATS Share Brokers Full time

About Us: We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. We’re now looking for a Senior Wealth Manager who thrives in dynamic environments, takes ownership from concept to completion, and ensures every project aligns with our strategic goals and client success standards. Role: We are looking for a Senior Wealth Manager to lead and grow our high-value client portfolio. The ideal candidate will bring deep expertise in financial advisory, PMS (Portfolio Management Services) , and AUM growth , combined with a strong relationship management background. You will act as a trusted financial advisor to HNIs and Ultra HNIs, offering goal-based, compliant, and high-quality wealth management solutions. Offer comprehensive financial planning and investment advisory across asset classes — PMS, mutual funds, alternate investments, structured products, insurance, and fixed-income instruments. Maintain regular client interactions for portfolio reviews, asset allocation strategy, and performance updates. Identify cross-selling and upselling opportunities aligned with client goals and risk appetite. Partner with internal research, operations, and compliance teams to deliver seamless and compliant service. Contribute to business development through client acquisition, networking events, and relationship referrals. Graduate/Postgraduate in Finance, Commerce, Economics, or related disciplines. Minimum 8 years of experience in Wealth Management / PMS / Investment Advisory roles. Valid NISM certification (mandatory). Deep understanding of Portfolio Management Services (PMS), Alternate Investments, and Mutual Funds. Strong analytical mindset and ability to interpret market data into actionable investment strategies. Experience in Private Banking / Family Office / PMS firms . Exposure to CRM tools, portfolio analysis platforms, and financial planning software. Work with seasoned financial professionals shaping growth strategies for top clients. Opportunities to lead high-visibility projects and grow into senior leadership roles. Competitive compensation and a performance-driven culture. Compensation: Attractive fixed pay + performance-based incentives + annual bonus linked to AUM growth and client satisfaction.

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