Wealth Manager - Bank

Job Description:

We are looking for an experienced and client-focused Wealth Manager to join our client for multiple locations across India. The role involves managing and growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by providing comprehensive wealth management solutions, including investments, financial planning, and relationship management. The ideal candidate will have strong advisory skills, deep product knowledge, and a proven track record in wealth management.

Key Responsibilities:

- Manage and grow a portfolio of HNW/UHNW clients.

- Provide end-to-end wealth management solutions including investments, insurance, estate planning, and tax planning.

- Develop personalized financial plans based on client goals, risk profile, and life stage.

- Acquire new clients through referrals, networking, and business development activities.

- Maintain strong long-term relationships with existing clients.

- Cross-sell and upsell appropriate financial products (Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, etc.).

- Monitor portfolio performance and provide regular reviews and advisory updates.

- Ensure compliance with regulatory guidelines and internal policies.

- Coordinate with internal product, research, and operations teams for seamless service delivery.

Must Have Skills:

- Strong knowledge of wealth management products and investment advisory.

- Experience in handling HNW/UHNW client portfolios.

- Excellent client relationship and stakeholder management skills.

- Sound understanding of financial planning, asset allocation, and portfolio management.

- Strong communication, presentation, and negotiation skills.

- Proven track record in revenue generation and client acquisition.

- Working knowledge of regulatory and compliance frameworks (SEBI, AMFI, etc.).

Good to Have Skills:

- Certifications such as CFP, CFA, NISM, or equivalent.

- Experience in Private Banking / Wealth Management / Broking firms.

- Exposure to international investments and alternate asset classes.

- Strong networking and referral-building ability.

- Digital tools and CRM usage experience.