Wealth Manager

Job Title: Wealth Manager (HNI) Financial Services - Pune

Job Description: Job Title: Wealth Manager (HNI) Financial Services

We are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.

Job Responsibilities:

Client Relationship Management.

Investment Advisory.

Wealth Planning and Financial Advisory.

Portfolio Management

Product Expertise

Client Education and Communication

Compliance and Regulatory Oversight

Performance Tracking and Reporting

Team Leadership and Collaboration

Key Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts

Industry: Financial Services

Gender: Open

Experience: 2 to 5 years

Job Location: Pune/Nagpur/Vadodara/Ahmedabad/Kolkata/Vishakapatnam/Chennai/Delhi/Hyderabad/Bangalore

Working Days: 6 days

Qualification: Bachelor's degree in Finance, Economics, or related field

Notice Period: Immediate to 30 days

Relocation candidates: No

Job Location: Pune/Nagpur/Vadodara/Ahmedabad/Kolkata/Vishakapatnam/Chennai/Delhi/Hyderabad/Bangalore

Job Sector: Financial Services

Required Experience: 2 - 5 year(s)

Relevant Experience: 2 years

Salary Range: INR 700000 - 1000000