Wealth Manager

This role is for one of the Weekday's clients

Min Experience: 3 years

Location: Bengaluru

JobType: full-time

The Wealth Manager will be responsible for acquiring, managing, and growing HNI/UHNI client relationships with a focus on long-term wealth creation. The role involves delivering comprehensive investment advisory services, achieving AUM targets, and ensuring high-quality client servicing through a consultative approach.

Key Responsibilities

• Acquire and manage HNI/UHNI clients, focusing on long-term wealth creation and portfolio growth.
• Develop and maintain an AUM of INR 50 Cr or above.
• Provide end-to-end investment advisory services across equities, mutual funds, PMS, AIFs, bonds, NCDs, and structured products.
• Understand client risk profiles and recommend tailored financial solutions.
• Achieve revenue and AUM targets through effective relationship management and cross-selling.
• Conduct regular portfolio reviews and rebalance investments based on market dynamics.
• Ensure compliance with regulatory guidelines, internal processes, and documentation standards.
• Collaborate with internal teams—product, research, and operations—to deliver seamless client servicing.

Candidate Profile

• 5–6 years of experience in wealth management, preferably with private banks, broking houses, or AMCs.
• Proven track record in acquiring and managing an AUM of INR 50 Cr or more.
• Strong knowledge of investment products, including equities, mutual funds, PMS, AIFs, and fixed income instruments.
• Excellent client acquisition, relationship-building, and communication skills.
• Relevant certifications such as NISM VA / NISM XA+XB / CFP are preferred.
• Bachelor’s or Master’s degree in Finance, Commerce, Economics, or related fields.

What We Offer

• Competitive fixed compensation plus performance-linked incentives.
• Fast-track career growth and development opportunities.
• Access to a diverse range of investment products and tech-enabled platforms.
• Supportive leadership and collaborative work environment.

Key Skills

• Wealth Management & HNI Advisory
• Portfolio & AUM Growth
• Investment Products: PMS, AIFs, Mutual Funds, Equities, Fixed Income
• Relationship Management & New Client Acquisition
• Cross-Selling & Advisory