Senior Wealth Manager
Location
Chandigarh (On-site)
Employment Type
Full-Time
About the Company
We are a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and wealth management solutions to investors across India and globally. We specialize in serving Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) by offering comprehensive financial solutions backed by extensive research and expert analysis.
Our services include:
- Wealth & Investment Management
- Equity, Fixed Income & Alternative Investments
- Portfolio Management
- Risk Analysis
- Insurance Planning
- Tax & Estate Planning
- Retirement Planning
- Financial Planning
Job Summary
We are looking for an experienced and result-driven Senior Wealth Manager to acquire, manage, and grow relationships with HNI and UHNI clients. The ideal candidate should possess strong financial advisory skills, a proven sales track record, and the ability to deliver customized wealth management solutions while maintaining the highest standards of ethics and client service.
Key ResponsibilitiesClient Acquisition & Business Development
- Acquire new HNI and UHNI clients through referrals, networking, and strategic prospecting.
- Build and maintain a strong pipeline of prospective clients.
- Conduct client meetings and present customized investment solutions.
- Successfully onboard new clients and drive fresh investments.
Assets Under Management (AUM) Growth
- Take ownership of assigned AUM targets.
- Increase AUM through fresh investments and portfolio expansion.
- Recommend diversified investment strategies aligned with client objectives.
- Monitor and review portfolio performance regularly.
Client Relationship Management
- Develop long-term relationships with clients based on trust and transparency.
- Conduct periodic portfolio reviews and quarterly client meetings.
- Provide continuous advisory support and financial guidance.
- Resolve client queries promptly and ensure superior customer experience.
Financial Planning & Advisory
- Understand clients' financial goals and risk appetite.
- Prepare personalized financial plans.
- Advise clients on:
- Equity Investments
- Mutual Funds
- Fixed Income Products
- Alternative Investments
- Insurance Planning
- Retirement Planning
- Tax Planning
- Estate Planning
Sales & Revenue Growth
- Achieve monthly, quarterly, and annual business targets.
- Generate fresh investments and increase wallet share.
- Cross-sell and upsell relevant financial products.
- Identify new revenue opportunities within the existing client base.
Continuous Learning
- Stay updated on market trends, economic developments, and regulatory changes.
- Continuously enhance knowledge of financial products and investment strategies.
- Participate in internal training and professional development programs.
Compliance & Ethical Practices
- Ensure complete adherence to regulatory guidelines and company policies.
- Maintain confidentiality of client information.
- Avoid mis-selling and always recommend suitable financial products.
- Follow ethical sales practices and maintain accurate documentation.
Required Qualifications
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field.
- MBA (Finance/Marketing) preferred.
- NISM certifications (preferred).
- CFP/CFA certification will be an added advantage.
Experience
- 5–10+ years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
- Experience handling HNI/UHNI clients is mandatory.
- Proven track record in client acquisition and AUM growth.
Required Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Portfolio Management
- Client Relationship Management
- Sales & Business Development
- Insurance Planning
- Tax & Estate Planning
- Retirement Planning
- Strong Analytical Skills
- Excellent Communication & Negotiation Skills
- Presentation Skills
- Networking & Relationship Building
- Problem Solving
- MS Office & CRM Software
Key Performance Indicators (KPIs)
- New Client Acquisition
- Assets Under Management (AUM) Growth
- Fresh Investment Mobilization
- Revenue Generation
- Client Retention Rate
- Portfolio Growth
- Cross-Selling Performance
- Quarterly Client Review Completion
- Customer Satisfaction
- Achievement of Sales Targets
Preferred Candidate Profile
- Strong network within the HNI/UHNI segment.
- Excellent interpersonal and relationship management skills.
- Self-motivated with a target-oriented mindset.
- High ethical standards and integrity.
- Strong understanding of financial markets and investment products.
- Ability to provide holistic, need-based financial solutions.
Why Join Us?
- Opportunity to work with HNI & UHNI clients.
- Attractive fixed salary with performance-based incentives.
- Professional growth and continuous learning.
- Collaborative and dynamic work environment.
- Exposure to a comprehensive range of wealth management products and investment solutions.
Pay: ₹50,000.00 - ₹150,000.00 per year
Benefits:
- Cell phone reimbursement
- Flexible schedule
Work Location: In person
