Wealth Manager - Affluent Sales

Job Overview

We are seeking a dedicated Wealth Manager/RM focused on acquiring, managing, and expanding relationships with HNI and UHNI clients. The principal goal is client acquisition and growth of Assets Under Management (AUM) by leveraging various wealth products including Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Bonds.

Key Responsibilities

• Drive revenue through successful client acquisition and asset growth.
• Maintain and deepen client relationships via proactive relationship management.
• Offer tailored investment advisory and portfolio management solutions.
• Effectively cross-sell a wide range of wealth products to meet client needs.

Candidate Profile

• Strong expertise in diverse investment products and portfolio management.
• Proven track record in revenue generation and client engagement within financial services.
• Experienced in handling sales processes focused on high-net-worth individuals.
• Excellent understanding of Private Wealth Management concepts and strategies.

Eligibility

Open to any graduate interested in wealth management.