Sr. wealth manager

As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions.

Key Responsibilities:

Acquire new HNI & UHNI clients through networking, referrals, and personal efforts.

Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews.

Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc.

Conduct risk profiling and financial planning to align client goals with appropriate investment strategies.

Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement.

Stay updated with market trends, economic updates, and investment opportunities.

Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

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Qualifications & Skills:

Graduate/Postgraduate in Finance, Business, Economics or related fields. Certifications like CFP, NISM, NCFM, CFA (preferred).

Minimum 3 years of relevant experience in wealth management, private banking, or investment advisory.

Strong understanding of financial markets, investment products, and portfolio management.

Proven track record in client acquisition and relationship management.

Excellent communication, interpersonal, and negotiation skills.

Self-driven, target-oriented, and ethical.

Why Join Us?

Be part of a growing global financial powerhouse with a strong local presence.

Access to a comprehensive suite of investment products and research-backed advisory.

Opportunity to work in a client-first culture with strong support from research and product teams.

Competitive compensation and performance-based incentives.

Job Types: Full-time, Permanent

Pay: ₹400,000.00 - ₹1,481,666.97 per year

Benefits:

• Cell phone reimbursement
• Food provided
• Health insurance
• Life insurance
• Paid sick time
• Provident Fund

Schedule:

• Day shift
• Monday to Friday
• Morning shift

Work Location: In person