Wealth Manager

Leaf Round; Bengaluru; On-site; INR 1,500,000 - 4,000,000; Full time

Job summary

Leaf Round in Bengaluru seeks an experienced Wealth Manager to acquire and manage HNI/UHNI, Family Office and affluent clients through consultative wealth advisory. You will drive revenue, grow AUM, and build long-term relationships.

The role includes mentoring and leading a team of Wealth/Relationship Managers, delivering product and compliance training, and coordinating with Product, Operations and Compliance to deliver exceptional client outcomes.

Qualifications

• 2-10 years in Wealth Management/Investment Advisory/Private Banking/Financial Services with HNI/UHNI relationship management and leadership experience.
• Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
• Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing and other alternative investments.
• Drive business development, revenue and AUM growth while building long-term client relationships.
• Recruit, mentor and lead Wealth Managers and Relationship Managers, conduct performance reviews, deliver product and compliance training, and collaborate with Product, Operations and Compliance teams to deliver exceptional client outcomes.
• Wealth Manager Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
• Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing

Responsibilities

• Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
• Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing and other alternative investments.
• Drive business development, revenue and AUM growth while building long-term client relationships.
• Recruit, mentor and lead Wealth Managers and Relationship Managers, conduct performance reviews, deliver product and compliance training, and collaborate with Product, Operations and Compliance teams to deliver exceptional client outcomes.

Skills

Wealth management

Relationship management

Leadership

Business development

AUM growth

Client advisory

Consultative advisory

Education

Bachelor's in Finance/Commerce/Economics/Business

MBA (Finance) preferred

NISM/CFP/CFA added advantage

Job description

Job Responsibilities and Qualifications

• 2-10 years in Wealth Management/Investment Advisory/Private Banking/Financial Services with HNI/UHNI relationship management and leadership experience.
• Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
• Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing and other alternative investments.
• Drive business development, revenue and AUM growth while building long-term client relationships.
• Recruit, mentor and lead Wealth Managers and Relationship Managers, conduct performance reviews, deliver product and compliance training, and collaborate with Product, Operations and Compliance teams to deliver exceptional client outcomes.
• Wealth Manager Acquire and manage HNI/UHNI, Family Office, Corporate Treasury and Affluent clients through consultative wealth advisory.
• Advise clients on Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing
• Bachelor's in Finance/Commerce/Economics/Business; MBA (Finance) preferred; NISM/CFP/CFA added advantage.