Home
Jobs

Wealth Manager

3 years

15 - 40 Lacs

Posted:11 hours ago| Platform: GlassDoor logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

We are seeking an experienced and client-focused Wealth Manager to manage and grow the investment portfolios of High-Net-Worth Individuals (HNIs) and Ultra-HNIs. The role involves providing comprehensive financial advice, investment planning, and portfolio management tailored to individual client needs, while ensuring strong client relationships and consistent business growth.

Key Responsibilities:

  • Acquire and manage HNI/Ultra-HNI clients
  • Understand clients’ financial goals and recommend suitable investment solutions
  • Offer advisory on Mutual Funds, PMS, Bonds, Insurance, and other financial products
  • Monitor and review portfolio performance regularly
  • Ensure high levels of customer satisfaction and retention
  • Stay updated on market trends and regulatory changes.

Job Types: Full-time, Permanent

Pay: ₹1,500,000.00 - ₹4,000,000.00 per year

Schedule:

  • Day shift

Experience:

  • Wealth management: 3 years (Required)
  • HNI/UHNI CLIENT: 3 years (Required)

Work Location: In person

Mock Interview

Practice Video Interview with JobPe AI

Start Portfolios Interview Now
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

Noida, Uttar Pradesh, India