Wealth Manager

Position:

Experience:

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About the Role

Wealth Manager

Key Responsibilities

• Manage and grow a portfolio of

  NRI/HNI clients

  with a focus on global wealth solutions.
• Develop customised financial plans aligned with clients’ long-term goals and risk appetite.
• Advise clients across asset classes including global equities, bonds, mutual funds, alternative investments, and structured products.
• Monitor market trends, investment performance, and portfolio allocations to ensure optimal returns.
• Maintain high levels of client engagement through periodic portfolio reviews and strategic investment recommendations.
• Achieve AUM growth targets while ensuring compliance with regulatory guidelines and internal policies.
• Collaborate with internal product, research, and operations teams for seamless client delivery.

Required Skills & Qualifications

• Certified Wealth/Financial Planning professional

  (CFP, NISM XA/XB, or equivalent).
• Must have a

  pre-existing NRI/HNI client book

  with strong relationship-management capabilities.
• Proven experience in

  portfolio management

  , financial planning, and investment advisory.
• Strong understanding of

  global financial markets

  , wealth products, taxation aspects, and cross-border investment strategies.
• Excellent communication, analytical, and interpersonal skills.
• Ability to meet targets while maintaining high service quality.

Why Join Us?

• Opportunity to work with a

  global wealth platform

  serving clients across multiple markets.
• Performance-driven culture with attractive incentives.
• Access to premium research, global product suites, and advanced wealth-tech tools.
• Fast-track growth for high-performing advisors.