Wealth Manager

INDmoney; Gurugram District; On-site; INR 1,200,000 - 1,500,000; Full time

Job summary

A leading financial services firm in Gurugram is seeking a Wealth Manager to manage and grow a dedicated portfolio of HNI clients. This role involves formulating strategic investment plans, conducting regular performance reviews, and ensuring high-touch client engagement. The ideal candidate should have 4–8 years in wealth management, an MBA or equivalent, and strong communication skills. A commitment to compliance and ethical standards is essential in this client-facing position.

Qualifications

• Minimum of 4–8 years in Wealth Management, Private Banking or Investment Advisory.
• Exceptional communication skills with high emotional intelligence.
• Experience managing large HNI clients with complex investment needs.

Responsibilities

• Manage a dedicated book of approximately 150 HNI clients and their AUM growth.
• Formulate comprehensive investment strategies covering various asset classes.
• Conduct structured portfolio reviews and performance analysis monthly.

Skills

Client Relationship Management

Emotional Intelligence

Investment Strategy Formulation

Proactive Communication

Education

Master’s in Business Administration (MBA)

Chartered Accountant (CA)

CFA Level 2/3

Certified Financial Planner (CFP)

Job description

Overview

Wealth Manager role at INDmoney.

Responsibilities

• AUM Growth: Manage and scale a dedicated book of approximately 150 HNI clients, with a current AUM (non CASA or Real‑Estate) of ₹120–150 Crores and strategic roadmap to scale to ₹300–350 Crores.
• Holistic Wealth Management: Formulate comprehensive investment strategies covering Global Equities (US Markets), Domestic Equities, Mutual Funds (PMS/AIF), and Fixed Income instruments based on the client’s risk appetite and financial horizon.
• Performance Review: Conduct structured monthly portfolio reviews via video conferencing. Analyze performance against benchmarks, discuss asset allocation, and recommend rebalancing strategies to ensure alignment with long‑term goals.
• Client Engagement & Relationship Deepening:
  • Proactive Communication: Maintain regular, high‑touch engagement through scheduled calls and digital channels (WhatsApp/Email) to address queries, provide market updates, and ensure the client feels prioritized.
  • Wallet Share Expansion: Systematically analyze client portfolios to identify gaps, drive growth through fresh capital infusion, initiating SIPs, and consolidating external assets onto the INDmoney platform.
  • Educational Leadership: Demystify complex financial concepts. Educate clients on the benefits of global diversification (specifically US Stocks) and tax‑efficient investing in a clear, jargon‑free manner.
• Compliance & Ethical Standards:
  • Fiduciary Responsibility: Adhere to a strict “No Misselling” policy. Ensure all investment recommendations are suitable, transparent and in the client’s best interest.
  • Risk Management: Rigorous verification of client risk profiles before executing investment strategies.

Education & Certifications

• Master’s in Business Administration (MBA) from a Tier‑1 Business School, Chartered Accountant (CA), or CFA Level 2/3 candidate.
• Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), NISM certifications in PMS/AIF or equivalent.

Experience & Competencies

• Experience: Minimum of 4–8 years in Wealth Management, Private Banking or Investment Advisory.
• Managed large institutional investors/UHNIs/HNIs or Family offices.
• 2–4 years of experience in allocating niche asset classes like PMS, AIF, Structured Products.
• Technical Expertise: Deep understanding of Asset Allocation, Modern Portfolio Theory, Taxation (Indian & US), and Estate Planning basics.
• Soft Skills: Exceptional communication skills with high emotional intelligence (EQ). Ability to demonstrate empathy and build trust with sophisticated investors is paramount.

Mindset

A self‑starter with a high degree of ownership. Comfortable working in a dynamic, technology‑driven environment that values innovation over legacy processes.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales and Business Development