Job description
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