Associate Vice President – Wealth Manager

Magnet HR Consulting Services; Kolkata District, Bengaluru; On-site; INR 2,000,000 - 4,500,000; Full time

Job summary

Magnet HR Consulting Services in India seeks an Associate Vice President – Wealth Manager to lead high-net-worth client relationships and investment advisory across capital markets and third‑party products. The role requires deep knowledge of risk management, portfolio construction, and proactive client servicing.

The incumbent will drive active AUM growth, identify client needs, and provide market updates and investment options while cross‑selling mutual funds, PE, bonds, PMS and structured

Qualifications

• Proficiency in economics, accounting, financial statements, and statistics.
• Understanding of risk management strategies in finance.
• Knowledge of capital markets and third‑party investment products.
• Strong communication and presentation skills.
• Established relationships with HNI / Ultra HNI clients.
• Self-starter with proactive, target-oriented mindset.
• Strong networking and relationship-building abilities.
• Ability to manage active AUM and identify client needs.
• Ability to update clients on market changes and portfolio impact.
• Cross-sell of in-house and third‑party products.

Responsibilities

• Proficiency in economics, accounting, financial statements and/or statistics.
• Understanding of financial risk management strategies.
• Knowledge of Capital Markets and Third-party investment products.
• Achieve revenue targets with profitable client portfolios.
• Conduct regular client meetings and maintain meeting trackers.
• Cross-sell in-house and third‑party products.
• Attend analyst meetings and post-result calls for client servicing.
• Expand client base and deepen existing relationships.
• Stay updated on market news and financial trends.

Skills

Economics

Accounting

Financial statements

Statistics

Risk management

Capital markets

Mutual funds

PE investments

Bonds

PMS

AIF

Structured products

Communication

Presentation

Relationship mgmt

Client acquisition

Networking

Market updates

Stock picks

Job description

Associate Vice President – Wealth Manager

Responsibilities:

• Proficiency in economics, accounting, financial statements and/or statistics
• Understanding of financial risk management strategies
• Knowledge of Capital Markets + Third-party investment products like Mutual Funds, PE, Bonds, PMS, AIF and Structured products
• Very strong communication & presentation skills.
• Must have good existing HNI / Ultra HNI client relationships in the market.
• Must be a self-starter, proactive passionate & target oriented.
• Must possess strong networking & relationship building skills
• To ensure active management of clients & achieve the target active AUM
• To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• To achieve healthy revenues without compromising on clients profitability
• To have clear focus on client mining
• To conduct regular Client Meetings & update the same in the meeting tracker
• To attain maximum reach of investment ideas/stock calls initiated
• To assist in new client acquisition, building new relationships and increasing depth in existing relationships
• Keep abreast of the market news, financial trends and current affairs
• To attend post result con call, analyst meets for improved client servicing
• Cross-Sell of in house and Third party investment products like Mutual Funds, PE, Bonds, PMS & Structured products.