Wealth Manager

🧠 Job Title: Wealth Manager 🏢 Department: Financial Advisory / Private Banking 📍 Location: Bangalore - Lavellel Road 🕒 Employment Type: Full-time / Part-time / Contract ✨ Role: OverviewThe Wealth Manager will be responsible for delivering comprehensive financial planning and investment advisory services to high-net-worth individuals (HNWIs). This role demands a deep understanding of Team management, People Management & Client relationship management. The ideal candidate is both analytical and empathetic, capable of crafting tailored solutions that align with team’ life goals and financial aspirations. 📌Key Responsibilities : Develop and execute customized wealth management strategies for clients Analyze financial data to recommend investment portfolios, insurance, and tax-saving instruments Monitor market trends and adjust client portfolios accordingly Build long-term relationships with clients based on trust, transparency, and performance Collaborate with legal, tax, and estate planning professionals to deliver holistic solutions Maintain compliance with regulatory standards and internal policies Conduct regular reviews and performance updates with clients 🎯Qualifications in Finance, Economics, Business, or related field Excellent communication and interpersonal skills Proficiency in financial planning software and CRM tools 💡 Ideal Candidate TraitsStrategic thinker with a client-first mindset High ethical standards and discretion Strong analytical and problem-solving skills Ability to simplify complex financial concepts for clients Passionate about long-term financial growth and relationship building