Wealth Manager - Client Acquisition

Wealth Manager

Role Overview:

We are looking for an experienced Wealth Manager with strong expertise in wealth management, investment advisory and client relationship management. The ideal candidate should have experience managing affluent/HNI clients and a strong understanding of investment products including IPOs, Bonds, Mutual Funds, PMS and AIFs.

Key Responsibilities:

- Manage and develop long-term relationships with HNI and affluent clients.

- Understand clients' financial goals, investment preferences and risk profiles.

- Provide suitable wealth management and investment solutions based on client requirements.

- Advise clients on investment products including Mutual Funds, Bonds, IPOs, PMS, AIFs and other financial products.

- Develop and manage client portfolios while ensuring regular engagement and servicing.

- Identify opportunities to deepen existing client relationships and acquire new clients through referrals and networking.

- Conduct regular portfolio reviews and provide relevant investment insights to clients.

- Coordinate with internal investment, research and operations teams to ensure seamless client servicing.

- Monitor client portfolios and proactively address investment-related queries and requirements.

- Maintain accurate client records and ensure adherence to internal processes and applicable regulatory requirements.

- Stay updated on market developments, investment products and industry trends.

Required Skills:

- Minimum 3 years of experience in Wealth Management - Investment Advisory - Client Acquisition.

- Strong experience managing wealth management clients and investment portfolios.

- Good understanding of IPOs, Bonds, Mutual Funds, PMS and AIFs.

- Experience working with HNI - affluent clients is preferred.

- Strong relationship management and client engagement skills.

- Excellent communication, presentation and negotiation skills.

- Strong understanding of investment products and financial markets.

- Ability to identify client needs and provide appropriate investment solutions.

- Strong business development and client acquisition orientation.

Employment Details:

Experience: 3-8 Years

Work Mode: Work From Office

Employment Type: Full-time