Wealth Manager

Opus Global Services; New Delhi, Amritsar; On-site; INR 1,200,000 - 2,600,000; Full time

Job summary

Opus Global Services is seeking a knowledgeable Wealth Manager to help individuals and families achieve their financial goals. The role focuses on building long-term client relationships and delivering customized investment, retirement, tax, insurance, and estate planning strategies.

You will assess financial needs, develop personalized plans, monitor portfolios, and stay updated on market trends while ensuring regulatory compliance and ethical standards.

Qualifications

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or related field.
• MBA, CFP, CFA, NISM or other relevant financial certifications preferred.
• 38 years of experience in wealth management, private banking, financial advisory, or investment consulting.
• Strong understanding of financial markets, investment products, mutual funds, insurance, and portfolio management.
• Excellent communication, presentation, and relationship management skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office and CRM platforms.

Responsibilities

• Build and maintain long-term relationships with high-net-worth and affluent clients.
• Conduct detailed financial assessments to understand clients' goals, risk tolerance, and investment objectives.
• Develop personalized wealth management and financial planning strategies.
• Recommend suitable investment products, insurance solutions, retirement plans, and other financial services.
• Monitor investment portfolios and provide regular performance reviews and recommendations.
• Stay informed about market trends, economic developments, and regulatory changes.
• Identify opportunities to expand client portfolios through cross-selling and upselling financial products.
• Ensure compliance with internal policies, regulatory requirements, and ethical standards.
• Prepare financial reports, investment proposals, and client presentations.
• Collaborate with product specialists, investment advisors, tax consultants, and relationship managers to deliver comprehensive financial solutions.

Skills

Client relationship management

Communication skills

Financial analysis

Portfolio management

Sales and business development

Education

Bachelor's degree in Finance/Commerce/Economics/Business Admin

MBA/CFP/CFA/NISM certifications preferred

Tools

CRM platforms

Microsoft Office

Job description

Job Description: Wealth Manager

Department

Wealth Management / Private Banking / Financial Advisory

Employment Type

Full-time

Job Summary

We are seeking a knowledgeable and client-focused Wealth Manager to help individuals and families achieve their financial goals. The ideal candidate will build long-term client relationships, assess financial needs, and provide customized investment, retirement, tax, insurance, and estate planning strategies. This role requires strong financial expertise, relationship management skills, and the ability to deliver exceptional client service.

Key Responsibilities

• Build and maintain long-term relationships with high-net-worth and affluent clients.
• Conduct detailed financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.
• Develop personalized wealth management and financial planning strategies.
• Recommend suitable investment products, insurance solutions, retirement plans, and other financial services.
• Monitor investment portfolios and provide regular performance reviews and recommendations.
• Stay informed about market trends, economic developments, and regulatory changes.
• Identify opportunities to expand client portfolios through cross-selling and upselling financial products.
• Ensure compliance with internal policies, regulatory requirements, and ethical standards.
• Prepare financial reports, investment proposals, and client presentations.
• Collaborate with product specialists, investment advisors, tax consultants, and relationship managers to deliver comprehensive financial solutions.

Required Qualifications

• Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related field.
• MBA, CFP, CFA, NISM, or other relevant financial certifications are preferred.
• 38 years of experience in wealth management, private banking, financial advisory, or investment consulting.
• Strong understanding of financial markets, investment products, mutual funds, insurance, and portfolio management.
• Excellent communication, presentation, and relationship management skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office and CRM platforms.

Preferred Skills

• Financial planning and advisory
• Portfolio management
• Investment analysis
• Client relationship management
• Sales and business development
• Risk profiling
• Negotiation and influencing skills
• Regulatory compliance
• Time management
• Attention to detail

Key Performance Indicators (KPIs)

• Assets Under Management (AUM) growth
• Revenue and fee generation
• Client acquisition and retention
• Portfolio performance
• Cross-selling ratio
• Client satisfaction scores
• Compliance adherence