Wealth Manager

Wealth Manager

Key Responsibilities:

• Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach.

• Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews.

• Offer clients a comprehensive suite of financial products — from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.

• Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals.

• Maintain and grow your AUM base through consistent engagement, transparency, and trust.

• Stay ahead of market trends, global developments, and emerging opportunities to deliver informed advice.

• Ensure all processes and recommendations are in line with company policies and SEBI regulations.

Qualifications & Skills:

• Graduate/Postgraduate in Finance, Business, Economics, or related domains.

• Certifications like CFP, CFA, NISM, or NCFM are an advantage.

• Strong grasp of capital markets, investment products, and portfolio management strategies.

• Proven success in client acquisition, relationship management, and revenue growth.

• Excellent communication, presentation, and interpersonal skills.

• Highly motivated, ethical, and driven by performance with a client-first mindset.