Wealth Manager

2 days ago

Bengaluru, Karnataka, India Baron Capitale Full time

Company Description

Baron Capitale, a division of Baron Capitale & Wealth Management Pvt Ltd, is a new era wealth startup based in Bangalore. Founded in 2023, Baron Capitale provides private wealth advice and services to ultra-high net worth families, family offices, and organizations. The company is known for its disciplined, solution-based approach, focusing on delivering real long-term results for its clients.

About the Role:

We are looking for an experienced Wealth Manager to manage and grow a high-net-worth

(HNI/UHNI) client by offering comprehensive financial planning and investment solutions.

The role requires strong knowledge of Mutual Funds, Stocks & Equities, AIF, PMS, Insurance

(Life/Health) Bonds, Structured Products, FD/NCD and Portfolio Management Planning.

Location:
Bangalore, ISRO Layout

Experience: 1–5 Years

Industry: Banking / NBFC / Insurance / Financial Services / Wealth Management

Employment Type: Full-Time

Key Responsibilities


•
Acquire, manage and deepen relationships with HNI & UHNI clients.


• Provide customized wealth management solutions across:


• Mutual Funds & SIPs


• Equity & Stock Broking


• Portfolio Management Services (PMS)


• Alternative Investment Funds (AIF)


• Insurance – Life, Term, Health & General


• Fixed income products – Bonds, NCDs and FDs


• Structured Products, International Investments


• Conduct risk profiling, financial planning and asset allocation analysis.


• Stay updated market trends, investment opportunities & regulatory changes.


• Achieve revenue, AUM and cross-sell targets.


• Coordinate with internal product teams to provide the best solutions.

Required Skills & Qualifications


• Graduate/Postgraduate in Finance, Commerce, MBA or related fields.


•
NISM Certifications (Series V-A or relevant modules) preferred.


• Strong understanding of wealth products, capital markets and financial planning.


• Excellent communication & relationship-building skills.


• Proven track record of handling HNI clients and achieving sales targets

Benefits


• Attractive incentive structure


• Fast-track growth opportunities


• Exposure to a wide suite of wealth products


• Work with an experienced leadership team

If you're ready to grow with us, apply now and be part of our dynamic team

Send your resume to

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