Wealth Manager

This role is for one of the Weekday's clients

Salary range: Rs 500000 - Rs 1000000 (ie INR 5-10 LPA)

Min Experience: 6 years

Location: Mumbai, NCR, Pune, Hyderabad, Bangalore

JobType: full-time

We are looking for an experienced and client-focused Wealth Manager to provide tailored investment and insurance solutions to high-net-worth individuals. This role involves building long-term client relationships, offering personalized portfolio strategies, and delivering expert financial advice based on market insights.

Key Responsibilities

• Recommend suitable investment options including Mutual Funds, PMS, AIF, and insurance based on client profiles
• Manage, monitor, and periodically review client portfolios to ensure alignment with financial goals
• Stay informed on market trends, economic updates, and regulatory changes to provide timely and relevant advice
• Acquire new HNI clients and build a strong client base through referrals and business development efforts
• Maintain deep relationships with clients by understanding their investment objectives, risk tolerance, and financial aspirations

Requirements

• 6 to 11 years of experience in wealth or investment advisory
• In-depth knowledge of mutual funds, PMS, AIF, and broader financial markets
• Strong understanding of wealth management principles and investment products
• Relevant certifications such as NISM V-A/V-B, CFP, or IRDA preferred
• Excellent interpersonal, communication, and client relationship management skills

Key Skills

Mutual Funds | PMS | AIF | HNI Client Management | Financial Services | Investment Advisory | Portfolio Management