Wealth Manager-Sales

Job Title: Wealth Manager

Location: Bangalore

Experience: 5–6 years

Qualification: Bachelor's or Master's degree in Finance, Commerce, or Economics (CFP/NISM preferred)

Work Schedule: Full-time

We’re hiring a Wealth Manager for our client which is a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs.

As the Wealth Manager, your responsibilities would be:

• Acquiring and managing HNI/UHNI clients with a focus on long-term wealth creation and relationship management.
  
• Developing and maintaining an AUM of INR 50 Cr and above through effective client acquisition and cross-selling.
  
• Providing end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, and structured products.
  
• Conducting regular portfolio reviews and rebalancing based on market dynamics and individual client risk profiles.
  
• Collaborating with internal product and research teams to ensure seamless client servicing and regulatory compliance.
  
  

• Substantial experience in wealth management, preferably with a private bank, broking house, or AMC.
  
• Proven track record of managing and growing an AUM of INR 50 Cr or more.
  
• Deep technical knowledge of investment products including Mutual Funds, PMS, AIFs, and fixed-income instruments.
  
• Excellent relationship-building and communication skills to influence HNI stakeholders.
  
• Relevant certifications such as NISM VA, NISM XA+XB, or CFP are highly preferred.
  
• Strong ability to analyze market trends and recommend suitable financial solutions.