Fund Manager/Wealth Manager - Investment Advisory

Job Summary:

- We are looking for an experienced Wealth/Fund Manager to manage high-value client portfolios and provide strategic investment advisory.

- The role involves handling HNI/UHNI clients, offering tailored financial solutions, and driving AUM growth through diversified investment products.

Key Responsibilities :

- Manage and grow a portfolio of HNI/UHNI clients by offering customized wealth management solutions

- Provide advisory across asset classes: Mutual Funds, PMS, AIFs, Equities, Fixed Income, Structured Products

- Develop and implement investment strategies aligned with client goals and risk appetite

- Drive AUM growth and achieve revenue targets through client acquisition and cross-selling

- Build long-term relationships and ensure high client satisfaction and retention

- Monitor market trends, economic developments, and investment opportunities

Coordinate with internal product, research, and compliance teams

- Ensure adherence to regulatory and compliance guidelines

Required Skills :

- Strong knowledge of financial markets and investment products

- Experience in handling HNI/UHNI clients

- Proven track record in AUM growth and revenue generation

- Excellent relationship management and communication skills

- Strong analytical and portfolio management capabilities

- Understanding of risk profiling and asset allocation strategies

Preferred Qualifications :

- MBA in Finance/CFA/CA (preferred)

- Certifications like NISM / AMFI will be an added advantage