Senior Wealth Manager

🔎 Hiring: Manager / Senior Manager - Wealth (AUM)

📍 Locations: Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai

💼 Employment Type: Full Time

 Experience : 8 to 14 years

 Industry : Financial services /Insurance 

We're seeking an experienced Wealth Manager with a strong track record in managing high-net-worth client portfolios (₹200–300 Cr AUM). This is a great opportunity to work with a dynamic team and deliver customized financial solutions to HNI clients.

Key Responsibilities:

Manage and grow HNI relationships with tailored financial strategies

Construct and optimize diversified portfolios

Provide expert advisory on investments, retirement, tax, and estate planning

Drive AUM growth through new acquisitions and strong relationship management

Ensure compliance with regulatory and ethical standards

You Should Have:

Proven HNI client acquisition & retention skills,Mutual fund sales, Insurance sales

In-depth knowledge of financial markets and instruments

Excellent communication, client handling, and analytical abilities

Strong drive to achieve AUM and business targets