Wealth Manager

Company: Capital Edge

Experience Required:

Location:

Industry:

Compensation:

Capital Edge is a premier investment advisory and asset management firm specializing in real estate-driven wealth strategies while offering a full suite of diversified financial instruments. We cater exclusively to HNI and UHNI clientele, helping them achieve long-term wealth creation through precision-aligned investment structures.

We are seeking a high-performing Senior Wealth Manager/Portfolio Manager to join Capital Edge. The ideal candidate must have 7+ years of experience, a strong personal client portfolio, and a successful track record of advising on and selling high-ticket investments, especially across real estate and structured financial products, with exposure to HNI portfolios exceeding ₹5 crore. The role is designed for an entrepreneurial professional seeking both strategic responsibility and financial upside.

·       Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes.

·       Applicants must come with a pre-established personal client base of high-net-worth individuals who can be onboard under their advisory.

·       Utilize your existing client base to grow business and increase wallet share with each account.

·       Offer tailored investment advice across luxury real estate, REITs, commercial pre-leased assets, and financial instruments aligned with each client’s risk-return appetite.

·       Regularly review and rebalance portfolios based on asset performance, market conditions, and client objectives.

·       Coordinate with research, legal, compliance, and product teams to ensure end-to-end delivery of high-quality advisory services.

·       Stay abreast of macroeconomic trends, product innovations, tax policies, and real estate cycles that impact client wealth strategies.

·       Minimum 7 years of relevant experience in wealth management, private banking, or investment advisory.

·       Proven ability to close high-value deals (₹5 Cr and above) with HNI/UHNI clientele.

·       Must bring a self-owned, active book of clients ready to engage through Capital Edge.

·       Deep knowledge of asset allocation, capital protection models, taxation, and financial planning.

·       Strong understanding of regulatory environments, including SEBI, RERA, and RBI.

·       Professional certifications such as CFP, CFA (L1/L2), NISM XA/XB preferred.

·       Wealth & Portfolio Management

·       High-Value Sales & Client Acquisition

·       Real Estate Investment Advisory

·       Structured Products & Financial Planning

·       Compliance & Risk Management

·       HNI/UHNI Client Relationship Management

·       Taxation & Succession Planning Strategies

• Competitive fixed salary

• Attractive, multi-tiered incentive plan tied to AUM growth, deal closures, and client onboarding

• Quarterly and annual performance bonuses

• Wealth creation opportunity via internal investment products and profit-sharing models