Wealth Manager

Job Title

Wealth Manager / Relationship Manager Wealth Management

Location

Mumbai, Delhi

Experience

3-10 Years

Industry

Wealth Management | Private Banking | BFSI | Investment Advisory

Employment Type

Full-Time

Job Summary

Wealth Manager / Senior - RM

Roles and Responsibilities

• Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, including asset allocation, fund selection, and portfolio management.
  
• Identify new business opportunities through networking, referrals, and market research to acquire new HNIs for wealth management services.
  
• Develop strong relationships with existing clients to increase wallet share and product penetration across various financial products such as mutual funds, private banking, structured products, AIFs, alternative investments etc.
  
• Collaborate with internal teams like sales & trading desk to execute trades on behalf of clients while ensuring compliance with regulatory requirements.
  
• Stay updated on industry developments in areas like investment research, private equity etc.
  

Desired Candidate Profile

• 3-8 years of experience in Wealth Management or related field (CA/CS preferred).
  
• Strong understanding of HNI Client Handling, Investment Products (Mutual Funds), Private Banking & Alternative Investments.
  
• Excellent communication skills for effective relationship building with clients.
  
• Ability to work independently with minimal supervision while meeting targets.