VAYUZ Technologies - Senior Wealth Manager

Description : We are seeking a dynamic and experienced Wealth Manager to serve as a trusted investment advisor and dedicated Relationship Manager to our affluent and High-Net-Worth (HNI) clients. This critical dual role requires leveraging deep financial planning expertise and strong relationship-building skills to design, implement, and manage tailored financial plans and investment portfolios. The ideal candidate will possess a profound understanding of the Indian financial market, SEBI regulatory environment, and client needs, ensuring holistic, goal-oriented financial advice and fostering long-term client loyalty.

Role Requirements & Logistics

Role Title : Senior Wealth Manager / Investment Advisor (Dual Role)

Focus : Holistic Financial Planning, Investment Management, HNI Relationship Management, and Business Development.

Industry Focus : Indian Financial Market, Securities, and Advisory Services.

Key Responsibilities & Deliverables

1. Client Relationship Management (Relationship Manager)

• Trust Building : Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, serving as their primary point of contact for all financial matters.
• Proactive Engagement : Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized, timely advice.
• Growth Generation : Actively identify opportunities to deepen existing client relationships, cross-sell services, and generate high-quality referrals to significantly grow the firm's client base.

2. Financial Planning & Advisory (Investment Advisor)

3. Strategic & Product Leadership

4. Business Development & Firm Growth

(ref : iimjobs.com)