Job Description

Senior Wealth Manager Location: Bengaluru, Hyderabad, Chennai Experience: 7-20 years Company: Leading Financial Services Firm backed by a Top Corporate Group Job Description: We are seeking a highly skilled and experienced Wealth Manager to join our team at one of the nations leading financial services companies, backed by a top corporate group. In this role, you will be responsible for providing personalized financial advice and investment solutions to high-net-worth individuals (HNWIs) and clients. Your expertise will help clients achieve their financial goals while managing risks and optimizing returns. Key Responsibilities: Build and manage relationships with high-net-worth clients and prospects. Provide tailored wealth management advice on investments, asset allocation, retirement planning, and tax-efficient strategies. Develop and implement personalized financial plans for clients, with a focus on long-term growth and wealth preservation. Continuously monitor clients portfolios and offer proactive advice to adjust strategies based on market conditions. Stay updated on financial products, market trends, and regulatory changes to offer the best solutions to clients. Collaborate with internal teams to provide comprehensive wealth management solutions. Achieve and exceed revenue and client retention targets. Qualifications & Skills: 7-15 years of experience in wealth management, private banking, or financial advisory services. Strong understanding of investment products, asset management, and financial planning. Excellent communication, relationship-building, and interpersonal skills. Proven track record of managing HNWI clients and delivering exceptional financial outcomes. Certification in financial planning or related field (CFA, CFP, etc.) is preferred. Ability to work independently and in a team-oriented environment. Benefits: Competitive salary and performance-based incentives. Opportunity to work with a leading national firm with extensive resources and support. Career growth and development opportunities.