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Wealth Manager

Riverforest Connections

2 - 7 years

3 - 8 Lacs

Hyderabad

Posted:12 hours ago| Platform:

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Skills Required

Wealth Wealth Product Wealth Management Mutual Funds PMS Investment Advisory Advisory Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Overview:

As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions.

Key Responsibilities:

Acquire new HNI & UHNI clients through networking, referrals, and personal efforts.
Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews.
Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc.
Conduct risk profiling and financial planning to align client goals with appropriate investment strategies.
Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement.
Stay updated with market trends, economic updates, and investment opportunities.
Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

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Wealth Manager