Job Description
Job Description
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.
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