Wealth Manager

We are seeking a knowledgeable and client-focused Wealth Manager to provide comprehensive financial advisory services to high-net-worth individuals (HNIs), ultra-HNIs, and corporate clients. The ideal candidate will have a strong understanding of financial markets, investment products, and wealth planning strategies to help clients achieve their financial goals.

Key Responsibilities

• Develop and manage relationships with HNI and ultra-HNI clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investment solutions.
• Recommend and sell a range of financial products including mutual funds, PMS, insurance, bonds, equities, and structured products. Conduct regular portfolio reviews and rebalancing based on market trends and client goals.
• Monitor financial markets and economic trends to proactively advise clients.
• Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best practices.
• Collaborate with research, product, and operations teams to deliver seamless client experience.
• Ensure high standards of client servicing, retention, and satisfaction.
• Assist in onboarding new clients and completing KYC/AML documentation.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• MBA, CFP, CFA, or equivalent professional certification preferred. Skills & Experience:
• 3–5 years of experience in wealth management, private banking, or financial advisory.
• Strong knowledge of financial instruments, wealth planning, and taxation.
• Excellent communication, presentation, and interpersonal skills.
• Proven track record of managing and growing client portfolios.
• Regulatory certifications as per local financial regulations (e.g., NISM in India). Key Competencies:
• Client-centric approach
• Strong analytical and problem-solving skills
• High level of integrity and discretion
• Sales-driven with strategic thinking
• Adaptability to market dynamics Benefits Salary as per company std