Wealth Manager

Description:

Key Responsibilities:

Client Acquisition & Relationship Management:

- Acquire and onboard HNI and UHNI clients through referrals, networking, and market outreach

- Build long-term relationships with clients by understanding their financial objectives, risk appetite, and investment preferences

- Act as a single point of contact for clients for all wealth-related needs

Wealth Advisory & Product Distribution:

- Offer customized wealth solutions across Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Investment Advisory

- Develop and recommend asset allocation strategies based on market conditions and client goals

- Ensure suitability and compliance while selling investment products

Portfolio Management:

- Manage and grow a portfolio of high-value clients with focus on AUM growth, revenue generation, and retention

- Conduct regular portfolio reviews and performance updates with clients

- Proactively suggest rebalancing and new investment opportunities

Business Development & Revenue Growth:

- Achieve individual targets for AUM acquisition, fee income, and cross-selling

- Identify opportunities to upsell and cross-sell additional wealth and financial products

- Stay updated with market trends, product innovations, and regulatory changes

Compliance & Reporting:

- Ensure adherence to regulatory guidelines, internal policies, and audit requirements

- Maintain accurate client documentation, KYC, and reporting standards

Key Skills & Competencies:

- Strong knowledge of wealth management products and investment markets

- Proven experience in HNI/UHNI client acquisition and relationship management

- Excellent communication, presentation, and negotiation skills

- High client-centric mindset with advisory approach

- Ability to work independently and manage high-value client portfolio