Equentis - Wealth Manager

Position : Wealth Manager

Location : Bangalore / Mumbai

Job Summary

We are seeking a seasoned and results-driven Wealth Manager to join our team in Bangalore or Mumbai. The ideal candidate will be responsible for the acquisition and management of High-Net-Worth Individuals (HNI) with a minimum portfolio size of 1 crore and above.

This role requires a proven track record of working in wealth management or private banking, impeccable sales skills, and the ability to build and maintain long-term client relationships. You will be instrumental in expanding our client base and growing assets under management.

Key Responsibilities

• Acquire and advise HNI clients, leveraging a pool of affluent and super-affluent leads provided by the company.
• Build a robust sales funnel through direct client meetings, virtual presentations, and business development activities such as organizing seminars and workshops.
• Maintain strong client relationships and generate Assets Under Management (AUM) by advising on existing investments and deepening the wallet share from existing clients.
• Advise affluent clients on their overall financial portfolios in close coordination with the research, financial planning, and operations teams.
• Coordinate with the product and research teams to make well-informed investment decisions for clients.

Required Skills & Qualifications

(ref : iimjobs.com)