Senior Wealth Manager

About Us

Key Responsibilities

• Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management.
• Develop and maintain an AUM of INR 50 Cr and above.
• Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products.
• Deep understanding of client risk profiles and ability to recommend suitable financial solutions.
• Achieve assigned revenue and AUM targets through effective client relationship management and cross-selling.
• Conduct regular portfolio reviews and rebalancing as per market dynamics.
• Ensure compliance with all internal processes, regulatory requirements, and documentation standards.
• Collaborate with internal product, research, and operations teams for seamless client servicing.
  

Candidate Profile

• 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC.
• Proven track record in managing and growing AUM of INR 50 Cr or more.
• Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments.
• Excellent client acquisition, relationship-building, and communication skills.
• Certifications like NISM VA / NISM XA+XB / CFP (preferred).
• Bachelor&aposs or Master&aposs degree in Finance, Commerce, Economics, or a related field.
  

What We Offer

• Competitive fixed compensation + performance-linked incentives.
• Fast-track career growth opportunities.
• Access to a wide bouquet of investment products and cutting-edge tech-enabled platforms.
• Supportive leadership and collaborative work environment