Wealth Manager

Alliance Recruitment Agency; Gandhinagar; On-site; INR 1,500,000 - 2,700,000; Full time

Job summary

Alliance Recruitment Agency is seeking an experienced Senior Wealth Manager / Business Development Manager / Senior Account Manager to drive growth by acquiring HNIs, Family Offices, and Institutional Clients for Portfolio Management Services (PMS). This role rewards relationship-building, advisory skills, and a passion for wealth management.

You will generate new business, maintain a strong sales pipeline, collaborate with portfolio management teams, and stay updated on markets and regulations.

Qualifications

• Graduate in any discipline.
• Minimum 3+ years of experience in Banking, Wealth Management, PMS, AIF, Investment Advisory, or Financial Services.
• Proven experience in business development and relationship management with HNI clients.

Responsibilities

• Identify and acquire HNIs, Family Offices, and Institutional Clients for PMS.
• Generate new business through networks, referrals, industry contacts, and lead generation activities.
• Build and maintain a strong sales pipeline by attending networking events, conferences, and industry forums.
• Develop and execute strategic sales plans to achieve individual and team revenue targets.
• Build long-term client relationships and provide ongoing investment-related support.
• Present customized investment solutions based on clients' financial goals and risk appetite.
• Deliver compelling sales presentations, proposals, and portfolio performance reviews.
• Collaborate closely with portfolio management teams to understand investment strategies and market opportunities.
• Drive additional investments from existing clients through portfolio reviews and relationship management.
• Stay updated on financial markets, economic trends, competitor offerings, and regulatory developments.
• Ensure all client interactions and sales activities comply with regulatory and internal compliance requirements.
• Maintain accurate sales reports, client records, and pipeline updates.

Job description

Hiring: Senior Wealth Manager / Business Development Manager / Senior Account Manager

We are looking for an experienced Senior Wealth Manager / Business Development Manager / Senior Account Manager to drive business growth by acquiring High-Net-Worth Individuals (HNIs), Family Offices, and Institutional Clients for Portfolio Management Services (PMS). This is an excellent opportunity for professionals passionate about wealth management, investment advisory, and relationship building.

Key Responsibilities

• Identify and acquire HNIs, Family Offices, and Institutional Clients for Portfolio Management Services (PMS).
• Generate new business through personal networks, referrals, industry contacts, and lead generation activities.
• Build and maintain a strong sales pipeline by attending networking events, conferences, and industry forums.
• Develop and execute strategic sales plans to achieve individual and team revenue targets.
• Build long-term client relationships and provide ongoing investment-related support.
• Present customized investment solutions based on clients' financial goals and risk appetite.
• Deliver compelling sales presentations, proposals, and portfolio performance reviews.
• Collaborate closely with portfolio management teams to understand investment strategies and market opportunities.
• Drive additional investments from existing clients through portfolio reviews and relationship management.
• Stay updated on financial markets, economic trends, competitor offerings, and regulatory developments.
• Ensure all client interactions and sales activities comply with regulatory and internal compliance requirements.
• Maintain accurate sales reports, client records, and pipeline updates.

Required Experience

• Graduate in any discipline.
• Minimum 3+ years of experience in Banking, Wealth Management, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Advisory, or Financial Services.
• Proven experience in business development and relationship management with HNI clients.

Desired Skills

• Excellent communication and presentation skills.
• Strong sales, negotiation, and relationship-building abilities.
• Results-oriented with a proactive approach to business development.
• Strong decision-making and problem-solving skills.
• Ability to work independently in a remote environment.
• Collaborative team player with an entrepreneurial mindset.

Why Join?

• Opportunity to work in a fast-growing fintech and wealth management environment.
• Build relationships with HNIs and institutional investors.
• High-growth career opportunity with attractive earning potential.
• Remote work flexibility and performance-driven culture.