Wealth Manger Global Financial Institution
Wealth Manger Global Financial Institution
Posted on :
14-06-2025
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1 Vacancy
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Job Description
Role Overview:
As a Wealth Manager at the Hyderabad branch you will be responsible for acquiring advising and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products relationship management and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions.
Key Responsibilities:
- Acquire new HNI & UHNI clients through networking referrals and personal efforts.
- Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews.
- Offer a wide range of financial products including equity mutual funds PMS AIFs bonds insurance structured products etc.
- Conduct risk profiling and financial planning to align client goals with appropriate investment strategies.
- Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement.
- Stay updated with market trends economic updates and investment opportunities.
- Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.
Qualifications & Skills:
- Graduate/Postgraduate in Finance Business Economics or related fields. Certifications like CFP NISM NCFM CFA (preferred).
- Minimum 3 years of relevant experience in wealth management private banking or investment advisory.
- Strong understanding of financial markets investment products and portfolio management.
- Proven track record in client acquisition and relationship management.
- Excellent communication interpersonal and negotiation skills.
- Self-driven target-oriented and ethical.
Wealth Management,HNI client handling,regular portfolio,Mutual Funds,equity,PMS,Insurance
Employment Type
Full Time
Key Skills
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