Job Description
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.
Requirements
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 rebal...
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.
Requirements
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 rebal...
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