Wealth Manager

We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:

• Client Relationship Management:
  

Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.

Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.

Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base.

• Financial Planning:
  

Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.

Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances.

Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.

Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.

Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan

• Business Development:
  

Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM).

Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.