Wealth Manager

• We are seeking a highly driven, client-focused, and entrepreneurial Wealth Manager to acquire, advise, and manage relationships with High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), Family Offices, Corporate Treasuries, and Affluent Investors.
• In addition to managing a portfolio of clients, this role will be responsible for building and leading a high-performing wealth management team by recruiting, mentoring, and driving sales excellence.
• The ideal candidate combines strong investment advisory capabilities with leadership skills to expand the firm''s client base and revenue.

Key Responsibilities

• Client Acquisition & Relationship Management Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.
• Develop and maintain long-term relationships by delivering personalized investment advisory services.
• Understand clients'' financial goals, liquidity requirements, risk appetite, and investment horizons.
• Recommend suitable investment opportunities across fixed-income and alternative investment products.
• Build trust through proactive portfolio reviews and continuous engagement.
• Ensure exceptional client experience while maintaining high retention and repeat investment rates.
• Investment Advisory Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.
• Ensure investment recommendations align with clients'' financial objectives and risk profiles.
• Stay updated on regulatory developments impacting investment products.
• Business Development Achieve monthly, quarterly, and annual revenue, AUM, and investment volume targets.
• Identify new business opportunities to expand TAP''s Wealth Management business.
• Build strategic alliances with financial advisors, channel partners, wealth consultants, and referral networks.
• Drive cross-selling and upselling opportunities across the investment product portfolio.
• Contribute to business growth through market intelligence and client acquisition strategies.
• Team Leadership & People Management Partner with the HR team to recruit, interview, and onboard Wealth Managers and Relationship Managers.
• Build, mentor, and develop a high-performing wealth management team.
• Coach team members on client acquisition, relationship management, consultative selling, and investment advisory.
• Set individual and team performance goals while conducting regular performance reviews.
• Foster a culture of accountability, collaboration, and high performance.
• Conduct regular product, compliance, and market knowledge training sessions.
• Identify and nurture high-potential talent while supporting succession planning initiatives.

Qualifications

• Bachelor''s degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
• MBA (Finance) preferred.
• Professional certifications such as NISM, CFP, CFA, or equivalent will be an added advantage.

Experience

• 3-10 years of experience in Wealth Management, Investment Advisory, Private Banking, Capital Markets, or Financial Services.
• Proven track record of managing HNI/UHNI clients and consistently achieving business targets.
• Prior experience in hiring, mentoring, or leading sales or wealth management teams is preferred.
• Strong exposure to fixed-income and alternative investment products.