Wealth Manager / Business Development Manager

Dhruv Corporate (HR) Solutions Pvt. Ltd.

5 - 7 years

25 - 35 Lacs

kolkata delhi / ncr bengaluru

Posted:1 day ago| Platform:

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Skills Required

investment advisory portfolio management private banking client acquisition business development manager wealth manager strategic planning hnw wealth management proprietary investment products pms aum uhnw financial markets aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Wealth Manager will play a pivotal role in driving the firms expansion strategy by acquiring and nurturing relationships with HNW and UHNW clients
The role involves delivering bespoke investment advisory services and solutions tailored to client needs
The candidate will promote and advise on proprietary investment products and strategies, engaging with UHNIs and Family Offices
They will collaborate closely with the investment team to understand offerings and present them effectively to clients
The role requires maintaining a deep understanding of market trends and economic factors to provide proactive and value-added advice
The Wealth Manager will be responsible for executing strategic client acquisition plans and exceeding engagement targets, with AUM as an outcome rather than a primary target
This position offers significant autonomy, visibility, and impact on business growth
The role demands high levels of integrity, intellectual sharpness, and the ability to operate in a meritocratic, entrepreneurial culture.

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