Wealth Manager

We are looking for a Wealth Manager to handle High Net-Worth Individual (HNI) clients, build strong client relationships, provide investment solutions, and generate business growth.

Key Responsibilities

• Manage and build relationships with HNI clients.
• Understand clients financial goals and investment requirements.
• Recommend suitable investment products such as equities, mutual funds, PMS, AIFs, and bonds.
• Acquire new HNI clients and generate business through referrals and networking.
• Manage client portfolios and conduct regular portfolio reviews.
• Achieve assigned sales, revenue, and AUM targets.
• Provide regular market updates and investment guidance to clients.
• Ensure proper documentation, KYC, and compliance with company policies.

Required Skills

• Experience in wealth management, financial services, or investment advisory.
• Prior experience handling HNI clients is preferred.
• Good knowledge of financial markets and investment products.
• Strong communication, relationship management, and sales skills.
• Ability to acquire new clients and maintain existing relationships.
• Target-oriented with good negotiation skills.

Ideal Candidate

A proactive and target-oriented professional who can manage HNI relationships, provide suitable investment solutions, acquire new clients, and contribute to business growth.