Wealth Manager

Key Responsibilities:

1. Strategic Portfolio Management

• AUM Growth:

  Manage and scale a dedicated book of approximately

  150 HNI clients

  , with a current AUM ( non CASA or Real-Estate ) of

  ₹120–150 Crores

  and a strategic roadmap to scale to

  ₹300–350 Crores

  .

• Holistic Wealth Management:

  Formulate comprehensive investment strategies covering Global Equities (US Markets), Domestic Equities, Mutual Funds (PMS/AIF), and Fixed Income instruments based on the client’s risk appetite and financial horizon.

• Performance Review:

  Conduct structured

  monthly portfolio reviews

  via video conferencing. Analyze performance against benchmarks, discuss asset allocation, and recommend rebalancing strategies to ensure alignment with long-term goals.

2. Client Engagement & Relationship Deepening

• Proactive Communication:

  Maintain regular, high-touch engagement through scheduled calls and digital channels (WhatsApp/Email) to address queries, provide market updates, and ensure the client feels prioritized.

• Wallet Share Expansion:

  Systematically analyze client portfolios to identify gaps. Drive growth through fresh capital infusion, initiating SIPs, and consolidating external assets onto the INDmoney platform.

• Educational Leadership:

  Demystify complex financial concepts. Educate clients on the benefits of global diversification (specifically US Stocks) and tax-efficient investing in a clear, jargon-free manner.

3. Compliance & Ethical Standards

• Fiduciary Responsibility:

  Adhere to a strict

  "No Misselling"

  policy. Ensure all investment recommendations are suitable, transparent, and in the client's best interest.

• Risk Management:

  rigorous verification of client risk profiles before executing investment strategies.

Education & Certifications:

• Master’s in Business Administration (MBA) from a Tier-1 Business School, Chartered Accountant (CA), or CFA Level 2/3 candidate.
• Certified Financial Planner (CFP), Chartered Wealth Manager ( CWM) , NISM certifications in PMS/AIF or eq

Experience & Competencies:

• Experience:

  Minimum of

  4–8 years

  in Wealth Management, Private Banking, or Investment Advisory.
• Managed large institutional investors/UHNIs/HNIs or Family offices .

• 2-4 years of experience

  in allocating niche asset classes like PMS , AIF , Structured Products

• Technical Expertise:

  Deep understanding of Asset Allocation, Modern Portfolio Theory, Taxation (Indian & US), and Estate Planning basics.

• Soft Skills:

  Exceptional communication skills with high emotional intelligence (EQ). The ability to demonstrate empathy and build trust with sophisticated investors is paramount.

Mindset: