Wealth Manager

Role Overview

• We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products.
• The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions.

Key Responsibilities

• Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
• Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
• Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
• Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
• Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
• Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
• Collaborate with research and product teams to deliver value-added insights to clients.
• Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
• Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.

Qualifications & Skills

• CFA, MBA (Finance), or CA - Preferred
• Minimum 5 years of relevant experience as a Wealth Manager, preferably from Banks, NBFCs, or leading Broking/Wealth Management firms
• Strong knowledge of equity, mutual funds, insurance, PMS, and other investment products
• Excellent communication, presentation, and relationship management skills
• Proven track record of managing HNI/Ultra-HNI client relationships and achieving AUM/revenue targets
• SEBI/NISM certifications (mandatory/added advantage for advisory roles, as applicable)
• Skills : - Wealth Manager, Wealth Management, Relationship Manager, HNI, Ultra HNI, Private Banking, Investment Advisory, Portfolio Management, Equity Advisory, Mutual Funds, PMS, Portfolio Management Services, AUM, Assets Under Management, Financial Planning, Investment Products, Broking, Stock Broking, Derivatives, Insurance Advisory, Client Relationship Management, Cross Selling, SEBI, NISM, Financial Advisor, Senior Wealth Manager

Why Join Us?

• Opportunity to work with one of the leading stock broking firms with a strong market presence.
• Performance-driven growth opportunities and incentive structures.
• Exposure to a wide range of financial products and client segments.