Wealth Manager

Neuraleap Group; Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Competitive fixed compensation

Performance-linked incentives

Fast-track career growth opportunities

Supportive leadership

Job summary

A leading financial services firm in Bengaluru is looking for a wealth management professional with 5-6 years of experience. The candidate will develop and manage an AUM of INR 50 Cr and above, ensuring compliance and providing tailored investment solutions. Strong skills in client relationship management and a background in financial products are essential. The role offers competitive fixed compensation with performance-linked incentives and fast-track career growth opportunities in a supportive environment.

Qualifications

• 5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC.
• Proven track record in managing and growing AUM of INR 50 Cr or more.
• Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments.

Responsibilities

• Develop and maintain an AUM of INR 50 Cr and above.
• Conduct regular portfolio reviews and re-balancing as per market dynamics.
• Ensure compliance with all internal processes, regulatory requirements, and documentation standards.
• Conduct regular portfolio reviews and re‑balancing as markets move.

Skills

Wealth management

Investment advisory

Client acquisition

Relationship building

NISM certifications

Education

Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field

Finance / Commerce / Economics degree

Job description

Key Responsibilities

• Develop and maintain an AUM of INR 50 Cr and above. Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products.
• Deep understanding of client risk profiles and ability to recommend suitable financial solutions.
• Achieve assigned revenue and AUM targets through effective client relationship management and cross‑selling.
• Conduct regular portfolio reviews and re‑balancing as per market dynamics.
• Ensure compliance with all internal processes, regulatory requirements, and documentation standards.
• Collaborate with internal product, research, and operations teams for seamless client servicing.

Candidate Profile

5-6 years of experience in wealth management, preferably with a private bank, broking house, or AMC.

• Proven track record in managing and growing AUM of INR 50 Cr or more.
• Strong knowledge of investment products including mutual funds, PMS, AIFs, equity, and fixed income instruments.
• Excellent client acquisition, relationship‑building, and communication skills.
• Certifications like NISM VA / NISM XA+XB / CFP (preferred), Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.

What We Offer

Competitive fixed compensation + performance‑linked incentives.

• Fast‑track career growth opportunities.
• Access to a wide bouquet of investment products and cutting‑edge tech‑enabled platforms.
• Supportive leadership and collaborative work environmen

Skills

wealth, pre-ipo, investment, ipo, mutual funds