Wealth Manager - CFP
Job Description:
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
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Manage and grow relationships with Ultra-HNI clients and family offices.
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Provide strategic advice across equity, debt, alternate investments, structured products, insurance, and estate planning.
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Build and maintain an investment portfolio with cumulative AUM of ₹500 crore or more.
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Conduct portfolio reviews, performance tracking, and market updates for clients.
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Ensure compliance with regulatory and company policies at all times.
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Collaborate with product, research, and tax teams to deliver comprehensive solutions.
Key Requirements
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3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
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Exposure to managing large Ultra-HNI portfolios and familiarity with ₹500+ crore AUM environments.
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Strong market knowledge across multiple asset classes.
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Excellent relationship-building and communication skills.
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Certifications like CFP, CFA, NISM preferred.
What We Offer
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Attractive salary with open incentive structure.
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Opportunity to work with prestigious clients and exclusive investment products.
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Access to research-backed wealth management strategies.
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Career growth in the Ultra-HNI private banking domain.
Key Skills :
Company Profile
At --- ---, our passion lies in creating a new ecosystem where bold innovation meets conventional wisdom and ethics to drive exceptional value and growth. Our mission is to design the undesigned, acting as a global force multiplier that transforms ideas into reality swiftly and at scale. As a leader in category creation we excel at identifying and developing groundbreaking opportunities. We design our own game.
Telephonic Interview Available
- Telephonic interview are scheduled for this job opening.
- Interested Candidates are requested to apply and get recruiter contact number for telephonic interview.
- Candidates can call recruiter on given contact to start telephonic interview during working hours.