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Wealth Manager

Wealth Manager

Sperton Global ASNavi Mumbai, Maharashtra, India
30+ days ago
Job description

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

  • Bachelor’s degree or higher in Finance, Economics, Business Administration, or related field.
  • 2–5 years of relevant experience in B2C sales (preferably financial services, banking, insurance, etc.).
  • Strong client servicing and communication skills (written and verbal).
  • High level of self-motivation, persuasion, and solution-oriented mindset.
  • Ability to handle client objections and offer consultative support.
  • Experience with CRM or MIS systems will be an added advantage.

    • Why Join

  • Career Growth : Opportunity to build a successful career in a growing, high-demand industry.
  • Client Exposure : Work closely with high-net-worth individuals and diverse client portfolios.
  • Supportive Environment : Backed by a structured team with ongoing training, tools, and mentorship.
  • Recognition & Incentives : Performance-driven culture with attractive incentives and rewards.
  • Professional Development : Exposure to new-age financial products, compliance, and strategic advisory.
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    Wealth Manager • Navi Mumbai, Maharashtra, India