Senior Wealth Manager

Bajaj Broking; Bengaluru; On-site; INR 2,000,000 - 3,200,000; Full time

Job summary

Bajaj Broking in Bengaluru is expanding its wealth management franchise and seeks a Wealth Manager - Distribution Products to drive advisory, asset allocation, and product distribution for HNIs, UHNI, and Family Offices. You will leverage an institutional-grade platform, research, and access to scale client relationships, manage complex mandates, and collaborate with product teams to structure high-conviction deal flows.

3–8+ years' experience required.

Qualifications

• Experience in Private Banking or HNI wealth advisory.
• Track record of acquiring and scaling HNI/UHNI client books.
• In-depth knowledge of capital markets and product structures.
• Mandatory NISM Series V-A certification.

Responsibilities

• Originate and build relationships with HNI/UHNI/Family Office clients by delivering tailored asset allocation strategies.
• Conduct comprehensive financial diagnostic reviews to align mandates with yield targets, liquidity requirements, and risk budgets.
• Serve as the primary wealth strategist, offering proactive portfolio rebalancing and macro market perspectives.
• Architect and execute wealth solutions across a multi-asset distribution stack.
• Partner with in-house product committees and equity research desks to structure and syndicate high-conviction deal flows.
• Drive Net New Money (NNM) growth by identifying untapped capital pools within existing relationships.
• Cross-penetrate adjacent financial solutions, including Margin Trading Facility (MTF) and LAS.
• Ensure compliance and risk controls in wealth advisory delivery.

Skills

HNI wealth advisory

Multi-asset distribution

Relationship management

Financial diagnostics

Communication

Education

MBA (Finance)

CA

CFA

NISM Series V-A

Job description

The Indian wealth creation landscape is undergoing unprecedented growth, and we are expanding our wealth management franchise to lead this shift.

We are seeking a high-caliber Wealth Manager - Distribution Products to drive portfolio advisory, asset allocation, and product distribution for High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Family Offices. In this role, you will leverage an institutional-grade platform, research, and product access to scale your client franchise and manage complex wealth mandates.

What You Will Drive (Key Responsibilities)

1. Strategic Wealth Advisory & Client Acquisition

• Originate and build relationships with HNI, UHNI, and Family Office clients by delivering tailored asset allocation strategies.
• Conduct comprehensive financial diagnostic reviews to align client mandates with yield targets, liquidity requirements, and risk budgets.
• Serve as the primary wealth strategist, offering proactive portfolio rebalancing and macro market perspectives.
• Architect and execute wealth solutions across a multi-asset distribution stack:
• Public Markets: Mutual Funds, Portfolio Management Services (PMS), and Alternate Investment Funds (AIFs - Cat I, II & III).
• Fixed Income & Yield: Corporate NCDs, Sovereign Debt, High-Yield Papers, and Structured Products.
• Private Markets & Alternates: Pre-IPO Equities, Venture Debt, Real Estate Funds, and Private Equity.
• Protection & Estate Planning: Tax-efficient structures, Keyman/Life Protection, and Global Investment Solutions.
• Partner with in-house product committees and equity research desks to structure and syndicate high-conviction deal flows.
• Drive Net New Money (NNM) growth by identifying untapped capital pools within existing relationships.
• Cross-penetrate adjacent financial solutions, including Margin Trading Facility (MTF), Loan Against Securities (LAS), and Estate Structuring.

Qualifications

• Experience: 3 to 8+ years of direct experience in Private Banking, HNI Wealth Advisory, or Multi-Asset Product Distribution.
• Track Record: Proven ability to acquire, manage, and scale an active HNI/UHNI client book.
• Domain Mastery: In-depth knowledge of capital market dynamics, product structures, taxation, and off-market settlement mechanics.
• Education & Credentials:
• MBA (Finance), CA, CFA, or CFP preferred.
• Mandatory: NISM Series V-A (Mutual Fund Distributors).

We are committed to building a diverse and high-performing workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, or any other characteristic protected by law.