Wealth Manager

Job Title:

Company Profile

Jones Group of Companies is a Bengaluru-based organization with diversified business interests, including asset management and logistics. The group focuses on delivering value-driven investment solutions through strong client relationships, innovation, and professional excellence.

Role Overview

The Wealth Manager will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients by offering customized wealth management and investment solutions. The role involves active client acquisition, field sales, and long-term relationship management to drive business growth.

Key Responsibilities

• Identify and acquire new HNI and corporate clients through cold calling, field visits, referrals, and networking
• Present and promote Jones Asset Managements investment and wealth products
• Conduct client meetings, portfolio reviews, and financial planning discussions
• Achieve monthly and quarterly sales targets while ensuring high client satisfaction
• Build and maintain long-term client relationships through regular follow-ups
• Stay updated on market trends, investment products, and competitor offerings
• Coordinate with internal operations and research teams for smooth onboarding and execution
• Participate in business events, seminars, and client engagement activities

Skills & Qualifications

• Strong communication, persuasion, and interpersonal skills
• Proven experience in sales, client acquisition, or business development
• Knowledge of

  wealth management, mutual funds, and investment products

• Experience handling HNI clients with professionalism and discretion
• Target-driven, self-motivated, and comfortable with field sales and cold calling
• Strong presentation and negotiation skills
• Graduate/Postgraduate in Business, Finance, Marketing, or related field

• 2 years of experience in wealth management, banking, investment, or financial services preferred

• Proficiency in MS Office and CRM tools is an added advantage