Wealth Manager

About the Role

As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience.

While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery.

This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive service experience.

Key Responsibilities

Client Advisory & Relationship Management

Build and maintain strong relationships with HNW clients by understanding their financial goals and risk appetite.

Deliver tailored investment strategies and financial recommendations across asset classes.

Conduct regular portfolio reviews and present performance insights.

Effectively represent Alphas offerings and ensure consistent client engagement.

Stay updated on market trends, investment products, and regulatory developments to provide well-informed guidance.

Client Operations & Support (As Needed)

Assist in executing client instructions such as transactions, switches, redemptions, and SIPs when required.

Coordinate with internal teams to ensure timely processing and accurate documentation.

Provide support for client queries, reporting needs, and basic service requests, ensuring smooth follow-through.

Help maintain compliance and service standards, stepping in for operational coordination if necessary.

What We’re Looking For

Solid understanding of financial products and investment instruments.

Experience in wealth management, financial advisory, or client servicing.

Strong interpersonal and problem-solving skills.

A structured, detail-oriented approach with a collaborative attitude.

Commitment to client-first service with professionalism and integrity.

Educational Qualification: Any Graduate; prior experience in the Mutual Fund or Wealth Management industry preferred.