We are seeking a dynamic and experienced individual to join our team as an Private Wealth Manager . The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business development activities to expand the client base Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products. Explaining various products and services to prospective clients Serving as a liaison between the organization and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs. Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals. The candidate should have the following 0 - 3+ years of experience in private banking or wealth management At least a bachelor's degree along with NISM VA / CFA or CFP will be an added advantage A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institution Strong communication skills Show more Show less
Company Overview: FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Our vision is to empower and educate individuals to make informed financial decisions and easily track their finances in real-time. Originally incubated in Mumbai, we have presence in Dubai to service the growing global diaspora of NRIs and provide them fee based advisory and global wealth management solutions. Role Overview: We are seeking a highly experienced and strategic Senior Wealth Manager to take charge of our India-based client book. This role involves managing existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients while driving business growth by acquiring new clients and expanding assets under management (AUM). The ideal candidate will possess deep expertise in investment products, financial planning, and relationship management, with a proven track record in wealth management. Key Responsibilities: Client Management & Advisory: Serve as the primary relationship manager for existing clients, ensuring a high-touch, personalized advisory experience. Develop and implement tailored investment strategies aligned with clients’ financial goals, risk appetite, and market conditions. Proactively monitor client portfolios, conduct periodic reviews, and recommend adjustments to optimize performance. Ensure superior client servicing by addressing queries, resolving concerns, and providing timely market insights. Business Growth & AUM Expansion: Identify and acquire new HNW & UHNW clients to expand the India book. Build a robust network of referrals, partnerships, and strategic alliances to drive client acquisition. Leverage market intelligence to identify opportunities for upselling and cross-selling investment solutions. Collaborate with internal teams to design and implement strategies that enhance revenue generation. Investment & Market Expertise: Stay updated with financial market trends, regulatory changes, and new investment opportunities. Provide insights on equity, fixed income, alternative investments, and other asset classes. Independently analyze and identify the right investment products to structure customized portfolios for clients. Compliance & Risk Management: Ensure adherence to regulatory guidelines, internal policies, and ethical practices in wealth management. Conduct due diligence and risk assessments for new and existing client investments. Maintain accurate records, documentation, and reports to support compliance and audit requirements. Key Qualifications & Skills: 5+ years of experience in wealth management, private banking, or investment advisory. Strong knowledge of investment products, portfolio management, and financial planning. Proven track record of managing HNW/UHNW clients and growing AUM. Excellent relationship management and business development skills. Deep understanding of the Indian financial market, taxation, and regulatory environment. Strong analytical, problem-solving, and negotiation skills. Relevant certifications (CFP, CFA, NISM, or equivalent) preferred. Detailed Review Reports for existing clients and new clients onboard. Why Join us? Opportunity to lead and expand a well-established India book. High-growth, entrepreneurial environment with strong leadership backing. Competitive compensation, performance-based incentives, and career progression. If you have the expertise, leadership, and ambition to drive growth in wealth management, we would love to hear from you! To Apply: send email to recruiter@fintoo.in