Wealth Manager

Company Description

HDFC Bank is India's largest private sector bank, offering a comprehensive range of financial products and services to over 92 million customers. With an extensive distribution network of 8,919 branches and 21,031 ATMs across 3,836 cities and towns, we are accessible to millions across the country. Promoted by Housing Development Finance Corporation, HDFC Bank began operations in 1995 and has emerged as a leading player in all business segments. The 2023 merger with HDFC Ltd enhanced our ability to provide comprehensive financial solutions, including home loans. We believe in banking with a purpose and our CSR initiative, Parivartan, works to create positive change across India.

Role Description

This is a full-time, on-site role for a Wealth Manager located in Jammu and Amritsar. The Wealth Manager will be responsible for developing and managing a portfolio of high-net-worth clients. Day-to-day tasks will include financial planning, investment management, providing expert advice on wealth-building strategies, and keeping up-to-date with market trends and products in the finance and insurance sectors. Building relationships with clients and ensuring their financial objectives are met will be a key focus.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments skills
• Knowledge of the Insurance sector
• Excellent analytical and problem-solving abilities
• Good communication and client relationship skills
• Ability to work independently and as part of a team
• Experience in wealth management or finance related role is a plus
• Bachelor's degree in Finance, Business Administration, Economics, or related field