Wealth Manager

Alliance Recruitment Agency; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Alliance Recruitment Agency in Bengaluru seeks a skilled wealth management professional to build and sustain long-term client relationships. A degree in Finance/Banking and 2-4 years of experience are required, with strong ethics and a client-focused attitude.

Proficiency in MS Office and CRM systems is essential. The role emphasizes financial planning and advisory services, high-quality client experiences, and the ability to work independently while maintaining attention to detail.

Qualifications

• Finance/Banking degree or related field.
• 2-4 years in wealth management and client management.
• Proficiency in MS Office and CRM systems.
• Strong ethics and client-focused attitude.
• Excellent communication and relationship-building skills.
• Attention to detail and problem-solving abilities.
• Experience delivering financial planning and advisory services.

Responsibilities

• Deliver exceptional client experiences through wealth management and advisory services.

Skills

Wealth Management

Portfolio Management

Client Acquisition

Investment Advisory

HNI Client Handling

Financial Advisory

Education

Undergraduate/Postgraduate degree in Finance/Banking or related field

Tools

MS Office

CRM systems

Job description

Requirements

Undergraduate/Postgraduate degree in Finance/Banking or related field.2-4 years of experience in Wealth Management and Client Management.Proficiency in MS Office and CRM systems.Strong ethical standards, with a client-focused attitude.Excellent communication skills, with the ability to build and sustain long-term relationships.Attention to detail and strong problem-solving skills.Proven ability to deliver exceptional client experiences, particularly in financial planning and advisory services.Self-motivated, disciplined, and capable of working independently.

Key Skills

Key Skills :-Wealth ManagementPortfolio ManagementClient AcquisitionInvestment AdvisoryHNI Client HandlingFinancial Advisory