Wealth Manager

Job Summary

We are looking for a dynamic and client-focused Wealth Manager to manage and grow relationships with existing and prospective clients. The candidate will be responsible for understanding clients' financial objectives, providing suitable investment solutions, acquiring new clients, and achieving business and revenue targets.

Key Responsibilities

• Acquire new clients and develop long-term relationships with existing clients.
• Understand clients' financial goals, risk profiles, and investment requirements.
• Provide appropriate investment solutions across equities, mutual funds, bonds, insurance, PMS, AIFs and other wealth-management products.
• Generate business through client acquisition, referrals, networking, and market outreach.
• Manage and grow the assigned client portfolio and ensure high client retention.
• Regularly review client portfolios and provide investment-related updates and recommendations.
• Achieve monthly, quarterly, and annual AUM, revenue, and business targets.
• Cross-sell and up-sell relevant financial products based on client requirements.
• Maintain strong relationships with HNI, affluent, retail, and corporate clients.
• Ensure timely execution of client transactions and provide high-quality service.
• Maintain accurate client records and ensure compliance with company and regulatory guidelines.
• Keep abreast of market developments, investment products, and industry trends.

Candidate Profile

• Graduate/Postgraduate in Finance, Business, Economics, or a related field.
• 28 years of relevant experience in Wealth Management, Stock Broking, Private Banking, Financial Advisory, or related financial services.
• Experience in client acquisition, portfolio management, investment advisory, or relationship management will be preferred.
• NISM certification is preferred, particularly relevant NISM certifications for the products/activities handled.
• Strong understanding of capital markets and investment products.
• Proven track record of achieving sales/revenue/AUM targets.
• Strong communication, presentation, negotiation, and relationship-management skills.
• Ability to build and maintain a strong client network.
• HNI/affluent client handling experience will be an added advantage.

Key Skills

Wealth Management | Client Acquisition | Relationship Management | HNI Client Handling | Portfolio Management | AUM Growth | Revenue Generation | Investment Products | Stock Broking | Mutual Funds | Capital Markets | NISM Certification | Sales & Business Development