
Wealth Manager
3 days ago
Role & responsibilities
- Build and manage strong client relationships (HNI/UHNI/corporates).
- Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.).
- Drive business development and acquire new clients.
- Offer corporate financial planning (succession, retirement, employee benefits).
- Collaborate with tax, legal, and investment experts for holistic solutions.
- Stay updated on markets, regulations, and provide strategic advisory.
- Ensure client retention through excellent service.
- Maintain compliance and risk management standards
Preferred candidate profile
- Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred).
- 3-10 yrs in Wealth Management/Broking.
- Strong product knowledge (Equity, MF, PMS, Bonds).
- Good communication & client relationship skills.
- Proven track record in client acquisition & revenue.
- NISM certifications preferred.
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