Wealth Manager

Position: Wealth Manager

Location:

Experience Required:

Functional Area:

Position: Wealth Manager

Wealth Manager

Key Responsibilities:

• Develop, acquire, and manage relationships with

  HNI and UHNI clients

  .
• Grow and maintain

  Assets Under Management (AUM)

  through strategic portfolio management.
• Provide tailored

  investment advisory services

  and oversee clients’ financial portfolios.
• Collaborate with internal product and research teams to support informed investment decisions.
• Participate in and support

  seminars, workshops, and business development initiatives

  .
• Achieve targets related to

  client acquisition, revenue generation, business volumes, and AUM growth

  .
• Monitor

  market trends, economic developments, and investment opportunities

  .
• Maintain proactive and periodic communication with clients to ensure service satisfaction and performance transparency.
• Conduct regular

  portfolio reviews

  based on market conditions, economic changes, and clients’ evolving financial goals.
• Manage a broad range of financial products, including:

• PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency-related products

  .
• Demonstrate exceptional

  client relationship management

  and strong communication skills.

Qualifications:

• CFP, CFA, MBA (Finance/Marketing), or Graduate in any discipline

• Strong understanding of wealth management, financial instruments, and investment strategies
• Excellent communication, presentation, and interpersonal skills

How to Apply:

Interested candidates are invited to share their updated resume at team@jobindias.in