Wealth Manager - HNI

I Cap Financial Services; Bengaluru; On-site; INR 420,000 - 540,000; Full time

Benefits offered by this job

Incentives up to 200% of fixed pay

Job summary

I Cap Financial Services in Bengaluru is seeking a relationship-focused professional to manage and expand our HNI client portfolio. The ideal candidate will acquire affluent clients, understand complex financial requirements, and provide customized wealth management solutions aimed at long‑term wealth creation and alpha generation.

The role offers exposure to sophisticated investment products, including PMS, AIFs, direct equities, and mutual funds, with performance-based incentives up to 200% of

Qualifications

• Minimum 1 year of experience in Wealth Management, Private Banking, Broking, or Investment Advisory.
• Strong understanding of capital markets, wealth management products, and financial planning.
• Proven client acquisition and relationship management skills.

Responsibilities

• Acquire HNI clients through market sourcing, networking, referrals, and strategic partnerships.
• Build and manage long‑term relationships with affluent investors.
• Advise clients on Mutual Funds (SIP & Lump Sum), Direct Equities, PMS, AIFs, algorithm-based strategies, and comprehensive financial planning.
• Identify cross‑selling and wealth enhancement opportunities.
• Develop customized investment strategies aligned with client objectives.
• Conduct portfolio reviews and provide ongoing investment advisory.
• Drive business growth through strategic market penetration.
• Achieve assigned revenue and AUM targets.

Skills

Client acquisition

Relationship management

Financial planning

Communication

Negotiation

Presentation skills

Job description

About the Company

I Cap Financial Services is a premier wealth management and multi-family office dedicated to serving Ultra High Net Worth Individuals (UHNWIs), High Net Worth Individuals (HNWIs), families, and institutional clients. Our primary focus is on preserving, growing, and compounding wealth through bespoke investment strategies with a strong emphasis on consistent alpha generation. We provide access to a comprehensive range of capital market investment solutions, including equities, mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), fixed‑income securities, structured products, pre‑IPO opportunities, and other sophisticated financial instruments. Backed by over a decade of capital market expertise, we combine deep market insights, disciplined execution, and personalized advisory to help clients achieve long‑term wealth creation.

Experience

Minimum 1 year

CTC

4.2 5.4 LPA + High Performance Incentives

Job Summary

We are seeking a relationship-focused professional to manage and expand our HNI client portfolio. The ideal candidate will acquire affluent clients, understand complex financial requirements, and provide customized wealth management solutions aimed at long‑term wealth creation and alpha generation.

Key Responsibilities

• Acquire HNI clients through market sourcing, networking, referrals, and strategic partnerships.
• Build and manage long‑term relationships with affluent investors.
• Advise clients on:
  • Mutual Funds (SIP & Lump Sum)
  • Direct Equities
  • Portfolio Management Services (PMS)
  • Alternative Investment Funds (AIFs)
  • Algorithm-based Investment Strategies
  • Comprehensive Financial Planning
• Identify cross‑selling and wealth enhancement opportunities.
• Develop customized investment strategies aligned with client objectives.
• Conduct portfolio reviews and provide ongoing investment advisory.
• Drive business growth through strategic market penetration.
• Achieve assigned revenue and AUM targets.

Requirements

• Minimum 1 year of experience in Wealth Management, Private Banking, Broking, or Investment Advisory.
• Strong understanding of capital markets, wealth management products, and financial planning.
• Proven client acquisition and relationship management skills.
• Excellent communication, negotiation, and presentation skills.
• Fluency in English, Hindi, and Kannada.
• Local candidates preferred.
• Comfortable with both field sales and office-based client engagement.

What We Offer

• Opportunity to work with HNI and UHNI investors.
• Exposure to sophisticated investment products, including PMS, AIFs, and structured solutions.
• Strong learning and career growth in wealth management.
• Performance‑driven culture with incentives of up to 200% of fixed pay based on business performance.