Wealth Management Manager

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka seeks a Wealth Management Manager to lead strategic wealth planning for high-net-worth clients. The role focuses on PMS acquisition, asset growth, and delivering tailored investment solutions across markets.

You will mentor junior staff, ensure regulatory compliance with NISM standards, and collaborate with advisors to optimize portfolio performance and client satisfaction.

Qualifications

• Extensive experience in wealth management.
• Experience with HNI client handling.
• Proven track record in PMS acquisition.
• Experience driving AUM growth.
• Strong knowledge of financial markets and strategies.
• Excellent leadership and team management.
• Familiarity with NISM regulations and compliance.
• Strong analytical and problem-solving abilities.
• Exceptional communication and interpersonal skills.

Responsibilities

• Develop wealth management strategies for HNI clients and PMS acquisitions.
• Lead PMS acquisition processes and present tailored investment solutions.
• Grow AUM by building relationships and delivering high-quality service.
• Oversee client portfolios and ensure profitability and compliance with P&L standards.
• Collaborate with a team of advisors and analysts to deliver wealth services.
• Stay updated on market trends and regulatory changes, ensuring NISM compliance.
• Provide leadership and mentorship to junior team members.

Skills

Wealth management

HNI client handling

PMS acquisition

AUM growth

Financial markets

Leadership

NISM compliance

Analytical skills

Communication

Job description

We are seeking a highly skilled Wealth Management Manager to join our team in Karnataka. The ideal candidate will have a strong background in wealth management, particularly in handling high-net-worth individuals (HNI) and acquiring portfolio management services (PMS). This role requires a strategic thinker with proven experience in managing assets under management (AUM) and a deep understanding of financial markets.

Key Responsibilities

• Develop and implement wealth management strategies tailored to HNI clients, ensuring their financial goals are met.
• Lead the PMS acquisition process, identifying potential clients and presenting tailored investment solutions.
• Manage and grow the AUM by building strong relationships with clients and providing exceptional service.
• Oversee the financial performance of client portfolios, ensuring profitability and adherence to P&L management standards.
• Collaborate with a team of financial advisors and analysts to deliver comprehensive wealth management services.
• Stay updated on market trends and regulatory changes, ensuring compliance with NISM standards.
• Provide leadership and mentorship to junior team members, fostering a collaborative and high-performance culture.

Required Skills

• Extensive experience in wealth management and HNI client handling.
• Proven track record in PMS acquisition and AUM growth.
• Strong knowledge of financial markets and investment strategies.
• Excellent leadership and team management skills.
• Familiarity with NISM regulations and compliance requirements.
• Strong analytical and problem-solving abilities.
• Exceptional communication and interpersonal skills.