Senior Wealth Manager

Description:

Job Title: Wealth Manager / Relationship Manager Wealth Management

Location: Mumbai, Delhi

Experience: 3-10 Years

Industry: Wealth Management | Private Banking | BFSI | Investment Advisory

Employment Type: Full-Time

Job Summary:

We are seeking an experienced Wealth Manager / Senior - RM to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra HNIs. The role involves client acquisition, portfolio advisory, cross-selling of financial products, and long-term relationship management to drive AUM and revenue growth.

Roles and Responsibilities:

- Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, including asset allocation, fund selection, and portfolio management.

- Identify new business opportunities through networking, referrals, and market research to acquire new HNIs for wealth management services.

- Develop strong relationships with existing clients to increase wallet share and product penetration across various financial products such as mutual funds, private banking, structured products, AIFs, alternative investments etc.

- Collaborate with internal teams like sales & trading desk to execute trades on behalf of clients while ensuring compliance with regulatory requirements.

- Stay updated on industry developments in areas like investment research, private equity etc.

Desired Candidate Profile:

- 3-8 years of experience in Wealth Management or related field (CA/CS preferred).

- Strong understanding of HNI Client Handling, Investment Products (Mutual Funds), Private Banking & Alternative Investments.

- Excellent communication skills for effective relationship building with clients.

- Ability to work independently with minimal supervision while meeting targets.