Wealth Manager

Baron Capitale Wealth Management Services Private

1 - 6 years

4 - 6 Lacs

bengaluru

Posted:5 days ago| Platform:

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Skills Required

wealth management portfolio management hni sales insurance equity broking bonds hni client handling fixed income fd aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Wealth Manager

Location

Experience

Employment Type:

About the Role:

Key Responsibilities

Acquire, manage and deepen relationships with HNI & UHNI clients.
Provide customized wealth management solutions across: • Mutual Funds & SIPs
Equity & Stock Broking
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Insurance Life, Term, Health & General
Fixed income products Bonds, NCDs and FDs
Structured Products, International Investments
Conduct risk profiling, financial planning and asset allocation analysis.
Stay updated market trends, investment opportunities & regulatory changes.
Achieve revenue, AUM and cross-sell targets.
Coordinate with internal product teams to provide the best solutions.

Required Skills & Qualifications

Graduate/Postgraduate in Finance, Commerce, MBA or related fields.
NISM Certifications (Series V-A or relevant modules) preferred.
Strong understanding of wealth products, capital markets and financial planning.
Excellent communication & relationship-building skills.
Proven track record of handling HNI clients and achieving sales targets.

Benefits:

Attractive incentive structure
Fast-track growth opportunities
Exposure to a wide suite of wealth products
Work with an experienced leadership team

hr@baroncapitals.com/9606469994

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