Realty Assistant - Senior Wealth Manager / Portfolio Manager

Role Overview

We are seeking a high-performing Senior Wealth Manager / Portfolio Manager to join Capital Edge. The ideal candidate must have 7+ years of experience, a strong personal client portfolio, and a successful track record of advising on and selling high-ticket investments, especially across real estate and structured financial products, with exposure to HNI portfolios exceeding - 5 crore. The role is designed for an entrepreneurial professional seeking both strategic responsibility and financial upside.

Key Responsibilities

• Build, advise, and manage a portfolio of HNI / UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes.
• Applicants must come with a pre-established personal client base of high-net-worth individuals who can be onboard under their advisory.
• Utilize your existing client base to grow business and increase wallet share with each account.
• Offer tailored investment advice across luxury real estate, REITs, commercial pre-leased assets, and financial instruments aligned with each client's risk-return appetite.
• Regularly review and rebalance portfolios based on asset performance, market conditions, and client objectives.
• Coordinate with research, legal, compliance, and product teams to ensure end-to-end delivery of high-quality advisory services.
• Stay abreast of macroeconomic trends, product innovations, tax policies, and real estate cycles that impact client wealth strategies.

Candidate Profile

Key Skills

Compensation & Incentives

(ref : iimjobs.com)