Wealth Manager

Univesto Capital Pvt Ltd; India; On-site; INR 800,000 - 1,800,000; Full time

Benefits offered by this job

Travel allowance

Professional development opportunities

Collaborative work environment

Job summary

Univesto Capital Pvt Ltd in India seeks a dynamic Wealth Manager/Relationship Manager to acquire and manage high-net-worth clients, delivering comprehensive financial advisory services.

You will perform portfolio analysis, stay ahead of market trends, cross-sell services, ensure compliance, and build lasting client relationships through trusted guidance.

Bachelor’s degree in Finance/Business, proven wealth-management experience, and excellent communication are essential.

Qualifications

• Bachelor’s degree in Finance, Business, or related field required.
• Proven experience as Wealth/Relationship Manager in financial services.
• Strong understanding of investment products and wealth-management strategies.

Responsibilities

• Proactively acquire high-net-worth clients through outreach and referrals.
• Provide comprehensive financial advisory services, including investment planning.
• Build and maintain long-lasting client relationships and understand goals.
• Stay informed on market trends, products, and regulations.
• Conduct regular portfolio analysis and adjust to optimize performance.
• Identify cross-sell opportunities to enhance revenue.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Wealth management experience

Client acquisition

Investment product knowledge

Portfolio management

Communication & interpersonal skills

Education

Bachelor’s degree in Finance/Business or related field

Job description

We are seeking a dynamic and results-driven Wealth Manager/Relationship Manager to join our team. As a key member of our organization, you will be responsible for client acquisition and management, ensuring the delivery of exceptional financial advisory services.

Key Responsibilities:

1. Client Acquisition: Proactively identify and acquire high-net-worth clients through targeted outreach, networking, and referrals.

2. Financial Advisory: Provide comprehensive financial advisory services, including investment planning, portfolio management, and wealth preservation strategies.

3. Relationship Management: Build and maintain strong, long-lasting relationships with clients, understanding their financial goals and aligning our services to meet their needs.

4. Market Research: Stay abreast of market trends, investment products, and financial regulations to provide informed advice and recommendations to clients.

5. Portfolio Analysis: Conduct regular analysis of client portfolios, assess risk tolerance, and recommend adjustments to optimize performance.

6. Cross-selling: Identify opportunities to cross-sell other financial products and services offered by the organization to enhance client satisfaction and revenue generation.

7. Compliance: Ensure compliance with regulatory requirements and internal policies, maintaining a high standard of ethical conduct.

Qualifications:

• Bachelor’s degree in Finance, Business, or related field.
• Proven experience as a Wealth Manager or Relationship Manager in the financial services industry.
• Strong understanding of investment products, financial markets, and wealthmanagement strategies.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Competitive salary based on experience.
• Travel allowance.
• Opportunities for professional development and growth.
• Supportive and collaborative work environment.