Wealth manager

💼 Wealth Manager – HNI & UHNI Advisory | Hyderabad 📍

As a Wealth Manager at our 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 serve as a trusted advisor and collaborate with internal teams to deliver customized wealth solutions. 🧠💹

🔑 Key Responsibilities:

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

🤝 Build and maintain long-term client relationships with tailored advice & regular portfolio reviews.

📊 Offer a broad suite of financial products: Equity, Mutual Funds, PMS, AIFs, Bonds, Insurance, Structured Products etc.

🧾 Conduct risk profiling & financial planning aligned to client goals.

📈 Maintain and grow AUM (Assets Under Management) while ensuring strong client retention through exceptional service.

🌐 Stay updated on market trends, economic updates, and investment opportunities.

✅ Ensure strict compliance with SEBI regulations and internal policies.

🎓 Qualifications & Skills:

🎓 Graduate/Postgraduate in Finance, Business, Economics or related fields.

📜 Preferred Certifications: CFP, NISM, NCFM, CFA.

💼 Minimum 3+ years of experience in wealth management / private banking / investment advisory.

📈 Strong knowledge of financial markets, investment products & portfolio strategies.

🤝 Proven track record in client acquisition & relationship management.

🗣️ Excellent communication, interpersonal, and negotiation skills.

🔥 Self-driven, target-oriented, and ethical in approach.

🌟 Why Join Us?

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

📚 Access to comprehensive investment products and research-driven advisory.

🤝 Work in a client-first culture backed by research & product teams.

💰 Competitive compensation + performance-based incentives.

📩 Interested?

Send your updated CV to: mayank_fbs@alliancerecruitmentagency.org

📞 Call / WhatsApp: 9306749277

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