Wealth Manager

📌 Job Title: Senior Wealth Manager / Private Banking Leader

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🔹 Job Description

Senior Wealth Management Professional

🔹 Key Responsibilities

• Analyze financial information and develop customized wealth strategies for clients

• Drive AUM growth and achieve revenue targets through client acquisition and portfolio expansion

• Conduct regular client meetings to provide market insights and investment advice

• Monitor financial market trends to ensure client portfolios remain responsive and optimized

• Build and maintain long-term relationships with HNI/UHNI clients

• Lead, mentor, and manage wealth management teams to enhance performance and productivity

• Ensure compliance with regulatory and internal governance standards

• Collaborate with internal stakeholders to deliver holistic wealth solutions

🔹 Qualifications & Experience

• Graduation / Post-Graduation in any discipline

Private Banking / Wealth Management

• Minimum 3–5 years in a leadership or team-handling role

Mutual Funds, PMS, Bonds, Structured Products, Insurance, and Alternate Investments

client acquisition, AUM growth, and revenue generation

• Excellent leadership, interpersonal, and client management skills

MS Office & MS Excel

AMFI & IRDA certifications

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