WEALTH MANAGER OPENING IN KOCHI – CTC UPTO 16 L/A (Ref code: VAMS)

Alligoric Management Solutions; Ernakulam; On-site; INR 1,440,000 - 1,760,000; Full time

Job summary

Alligoric Management Solutions in Kochi seeks a dynamic Wealth Manager to acquire, manage, and grow a high-net-worth client base, delivering end-to-end wealth management solutions tailored to each client's financial goals.

You will build client portfolios across asset classes, advise on products, and focus on long-term relationship building with HNIs/UHNIs, leveraging your experience in private banking.

Qualifications

• Graduate or postgraduate in Finance, Commerce or related field.
• Age upto 46.
• 3-6 years of experience in wealth management or Private banking.
• Certificates such as NISM VA,NISM XA/XB or CFP are a plus.

Responsibilities

• Acquire, manage and grow a high-net-worth client base.
• Provide end-to-end wealth management solutions tailored to clients’ needs.
• Build and manage client portfolios across asset classes (PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, Insurance).
• Advise clients on suitable wealth products based on goals, risk, and horizons.

Skills

Wealth management

Client acquisition

Relationship building

Financial advisory

Education

Finance/Commerce degree

Job description

Job Description

• We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.
• The role involves offering end to end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long term relationship building.
• Acquire new HNI/UHNI clients through cold calling, networking, references and market mapping.
• Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds , Unlisted Shares, Mutual Funds and Insurance.
• Advice Clients on suitable wealth products based on their financial goals, risk appetite investment horizons

Desired Candidate Profile

Graduate or postgraduate in Finance, Commerce or related field
Age upto 46
3-6 years of experience in wealth management or Private banking
Certificates such as NISM VA,NISM XA/XB or CFP are a plus

CTC Upto 16 L/A
Designation - Wealth Manager

Locations:

Kochi- 6