Wealth Manager

6 days ago

Pune, Maharashtra, India Mexus Real Estate Developers Llp Full time ₹ 12,00,000 - ₹ 36,00,000 per year
  • Job Title: Wealth Manager

    Location: Pune, India

    Experience Required: years

    Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)

    Salary: Negotiable Based on experience and interview performance

    Industry: Wealth Management / Financial Services

    Position Type: Full-time

Job Overview:

We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal skills, financial acumen, and a deep understanding of investment products and wealth planning strategies.

Key Responsibilities:

  • Manage and grow a portfolio of high-net-worth (HNI/UHNI) clients by providing comprehensive wealth management solutions.
  • Build strong relationships with luxury clients and ensure high levels of satisfaction and retention.
  • Understand client needs, goals, and risk appetite to create personalized investment strategies.
  • Recommend and cross-sell a wide range of financial products including mutual funds, PMS, AIFs, structured products, bonds, insurance, and estate planning solutions.
  • Conduct regular portfolio reviews and performance assessments.
  • Stay updated on market trends, investment products, and regulatory changes.
  • Collaborate with internal teams and external partners to deliver a seamless client experience.
  • Ensure full compliance with all regulatory guidelines and company policies.

Key Requirements:

  • years of relevant experience in wealth management, preferably with a leading private banking or financial services firm.
  • Proven experience in handling luxury accounts and building long-term client relationships.
  • Strong knowledge of financial products and portfolio management strategies.
  • Excellent communication, presentation, and interpersonal skills.
  • Highly ethical, client-focused, and detail-oriented.
  • Ability to work independently and manage a high-value portfolio.

Preferred Qualifications:

  • Certifications such as CFP, CFA, NISM (Mutual Funds, Investment Advisor) are a strong advantage.
  • MBA in Finance or related field (optional but preferred).

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