Wealth Manager

Job Description

About Us We are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We are looking for a dynamic and result-oriented Wealth Manager with 5–7 years of experience in the financial services industry. The ideal candidate should have a proven track record of managing HNI/UHNI clients, a healthy AUM, and the ability to attract and retain high-quality clients through strong relationship management and advisory capabilities. PRIOR EXPERIENCE IS MANDATORY Key Responsibilities Acquire, manage, and grow a portfolio of HNI/UHNI clients Provide personalized investment advice across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments Leverage your existing client relationships and network to onboard new clients Track client portfolios and deliver consistent performance reviews and reporting Collaborate with in-house research and advisory teams to deliver insights and strategies Maintain high standards of ethics and professionalism Ideal Candidate Profile 5–7 years of relevant experience in wealth management or private banking Proven track record of managing and growing a significant AUM Strong client acquisition and relationship management skills Sound understanding of capital markets, financial products, taxation, and compliance Excellent communication, presentation, and interpersonal skills Ability to operate independently and in a high-performance team culture Certifications such as NISM, CFP, or CFA (preferred but not mandatory) What We Offer Attractive performance-based incentives and revenue sharing Access to best-in-class research and advisory support Modern, tech-driven platform for seamless client servicing Wide basket of products and services to offer clients Flexible work environment