Job openings for wealth manager in visakhapatnam ahmedabad vadodara

Job Title: Wealth Manager (HNI) �� Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/Pune

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: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/Pune

Working Days: 6 days

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

Notice Period: Immediate to 30 days

Relocation candidates: No