Senior Wealth Manager

Emiinence Llp; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Emiinence Llp in Bengaluru seeks a qualified investment professional to drive client acquisition and manage a diverse HNI/UHNI book. The role requires guiding clients on a broad suite of financial products including mutual funds, equities, bonds, AIFs, PMS, and MLDs, while delivering tailored investment strategies.

Excellent relationship skills and market awareness are essential for success in this client-facing position.

Qualifications

• UG: Any Graduate is required.
• Experience in handling HNI/UHNI clients is preferred.
• Strong knowledge of mutual funds and equity products.

Responsibilities

• Drive client acquisition and manage a diverse book of business across HNI and UHNI segments.
• Provide expert guidance on a comprehensive suite of products including MFs, Equity, Bonds, AIF, PMS, and MLDs.

Skills

MFs

Equity

Bonds

AIF

PMS

MLDs

Education

UG: Any Graduate

Job description

• Drive client acquisition and manage a diverse book of business across HNI and UHNI segments.
• Provide expert guidance on a comprehensive suite of products including MFs, Equity, Bonds, AIF, PMS, and MLDs.

Role Category:

Investment Banking, Private Equity & VC

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills