Manager – Wealth – NBFC Talengage

The Corporate Institute; India; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

The Corporate Institute in India is recruiting for senior wealth management roles across multiple client segments. The role involves meeting clients, advising on investments, and building long-term relationships to protect and grow assets.

You will review portfolios, discuss goals, and coordinate with product teams to tailor financial solutions for UHNW/HNW clients. A strong network and excellent communication are essential for success in this high-expectation environment.

Qualifications

• 5–15 years of experience in private banking or wealth management.
• Bachelor’s/Master’s degree in economics/finance/business management from a well known university.
• Good understanding of investment products and asset classes.
• Strong network of clients across UHNW/HNWI, family offices and/or institutions.
• Strong communication skills in client engagements and presentations.

Responsibilities

• Meeting with clients in person to discuss financial goals and needs, including recommendations for investment products.
• Acquisition of new clients.
• Explaining various products and services to prospective clients.
• Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.
• Reviewing clients’ current investment portfolios and recommending changes to meet their needs.
• Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.
• Providing financial advice and services to clients in order to meet their short-term and long-term financial goals.

Skills

Client meetings

Networking with UHNW/HNWI

Financial advisory

Portfolio review

Communication skills

Education

Bachelor’s/Master’s degree in economics/finance/business management

Job description

We are hiring for multiple companies

Job Description:

The responsibilities of the role are as follows:

• Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
• Acquisition of new clients.
• Explaining various products and services to prospective clients
• Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
• Reviewing clients’ current investment portfolios and recommending changes to meet their needs
• Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
• Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:

• 5-15 years of experience within private banking or wealth management
• At least a bachelor’s/master’s degree in economics/accounting/finance/business management from a well know university
• A good understanding of investment products and asset classes
• A good network of clients across UHNWI/HNWI, family offices and/or institutions
• Strong communication skills