Wealth Manager- Advisory & Operations

Job Title: Wealth Manager – Advisory & Operations About the Role As a Wealth Manager at Alpha, you will serve as a vital bridge between our clients and our operational excellence. This hybrid role combines high-impact client advisory with hands-on operational ownership. You will not only manage and grow relationships with High Net-Worth Individuals (HNWIs), but also play a key role in backend coordination, execution of transactions, portfolio servicing, and ensuring seamless client experience. If you're a finance professional who thrives in both strategic advisory and executional precision, this is the ideal opportunity for you. Key Responsibilities Client Advisory (40%) Engage with HNW clients to understand their financial objectives, preferences, and risk appetite. Present bespoke investment strategies and financial solutions aligned with client goals. Conduct periodic portfolio reviews, providing insights, recommendations, and performance updates. Represent Alpha’s value proposition with professionalism and clarity in meetings and calls. Stay updated on investment products, markets, and regulatory trends to guide client decisions. Client Operations & Execution (60%) Act as the central point for executing client instructions (transactions, redemptions, switches, SIPs, etc.). Coordinate with internal teams and custodians for timely processing and reporting. Maintain accurate records of client portfolios, transaction history, and documentation. Ensure all compliance, documentation, and service-related SLAs are met efficiently. Handle day-to-day client service requirements including queries, statements, and service requests. Collaboration & Coordination Work closely with Relationship Managers, Operations, and Product Teams to deliver end-to-end service. Proactively identify and resolve service gaps and process bottlenecks to enhance client satisfaction. What We Look For: Sound understanding of financial instruments and investment solutions across asset classes. Hands-on experience in wealth management operations or client servicing. Excellent interpersonal, coordination, and problem-solving skills. Strong attention to detail with a structured approach to execution. Client-first mindset with high integrity and professionalism. Educational qualification: Any Graduate, with apt Mutual Fund Industry knowledge. Role Details Role: Advisory cum Client Operations Department: BFSI, Investments & Trading Industry Type: Financial Services / Asset Management Employment Type: Full-Time, Permanent Role Category: Client Advisory & Investment Operations