Wealth Manager

Job Title : Wealth Manager

Department : Wealth Management / Financial Advisory Services

Location : Powai

Reporting To : Vice President- Head Sales

About Us

We are pleased to introduce Sperton Christos Group, a Human Resources Advisory organization with over 30 years of corporate experience. We specialize in identifying the right talent, setting up HR functions for startups, managing payroll processes, and offering end-to-end HR advisory services.

We partner with our clients to drive their business growth by delivering customized HR and recruitment solutions, enabling them to focus on core business objectives.

About the Opportunity

We are currently hiring a Wealth Manager on behalf of one of our reputed clients in the Financial Services industry. This is a high-impact role that offers significant learning, autonomy, and opportunity to grow in the wealth management domain.

Job Overview

The Wealth Manager will be responsible for acquiring and managing client relationships by understanding their financial goals and offering tailored investment solutions. The role is a combination of client acquisition, strategic advisory, portfolio management, and relationship building.

Key Responsibilities

• Build and manage strong, long-term client relationships.
• Acquire new clients and identify potential leads through personal networks and marketing strategies.
• Develop comprehensive investment and wealth management plans tailored to individual clients.
• Regularly review client portfolios and provide ongoing advisory services.
• Stay updated with market trends, regulatory changes, and new product offerings.
• Maintain MIS and update reporting dashboards for internal stakeholders.

Skills, Qualification & Experience

Why Join