Wealth ManagerAptivision Technologies • Bengaluru, India

Wealth Manager

Aptivision Technologies • Bengaluru, India

9 hours ago

Job description

Job Title : Wealth Manager – Real Estate

Department : Sales & Investments / Wealth Advisory

Work Location : Koramangala, Bangalore, Karnataka

Job Purpose :

To manage and grow relationships with High-Net-Worth Individuals (HNI), Ultra-High-Net-Worth Individuals (UHNI), and institutional investors, providing personalized real estate investment advisory services. The Wealth Manager will guide clients in building, managing, and optimizing real estate portfolios, while ensuring alignment with their long-term financial objectives and wealth creation strategies.

Key Responsibilities :

1. Client Acquisition & Relationship Management

Identify, approach, and acquire HNI, UHNI, and institutional clients interested in real estate investment opportunities.
Build strong, trust-based relationships to ensure long-term engagement and repeat investments.
Conduct detailed financial and investment profiling to understand clients’ objectives, risk appetite, and investment horizon.
Organize and host client engagement sessions, workshops, and property tours to enhance investor confidence.

2. Real Estate Investment Advisory

Advise clients on residential, commercial, and mixed-use property investments.

Analyze market trends, emerging investment zones, and project valuations to recommend high-return opportunities.

Provide insights on expected rental yields, capital appreciation, tax implications, and exit strategies.

Assist clients with investment structuring, financing options, and portfolio diversification.

3. Portfolio Management & Reporting

Monitor clients’ property portfolios and suggest rebalancing or additional investments based on market conditions.

Prepare detailed investment reports, ROI analysis, and scenario planning for informed decision-making.

Provide quarterly or periodic reviews of portfolio performance, including occupancy, rentals, and valuation trends.

4. Business Development & Revenue Generation

Achieve assigned sales, revenue, and client acquisition targets.

Leverage networks, referrals, corporate partnerships, and investor circles to source new business.

Collaborate with marketing, project, and channel partner teams to promote launches and events targeting HNI investors.

Participate in real estate expos, investment seminars, and wealth advisory events to enhance visibility and generate leads.

5. Client Servicing & Coordination

Act as the primary liaison between clients and internal teams (legal, finance, project management) for seamless execution of transactions.

Ensure accurate documentation, timely invoicing, and smooth post-sales support, including possession handovers and property management services.

Address client queries, escalations, and concerns promptly to maintain high satisfaction and trust levels.

6. Market Intelligence & Strategic Advisory

Conduct research on competitors, new projects, and market trends to provide actionable insights to clients and internal teams.

Advise management on product positioning, pricing, and investor-targeted campaigns based on client feedback and market analysis.

Identify gaps and opportunities in high-value real estate investments for both clients and the organization.

7. Compliance & Governance

Ensure all transactions and advisory activities comply with legal, regulatory, and internal company policies (RERA, tax, KYC norms).

Maintain confidentiality, integrity, and transparency in all client dealings.

Key Skills & Competencies :

Exceptional relationship management and client engagement skills

Deep knowledge of real estate markets, property valuation, and investment analysis

Strong negotiation and deal-closing capabilities

Analytical thinking with a data-driven approach to portfolio evaluation

Excellent communication, presentation, and networking abilities

Proficiency in MS Office, CRM systems, and reporting tools

Qualifications & Experience :

Bachelor’s degree in Business, Finance, Real Estate, or related field (MBA preferred)

5–10 years of experience in real estate sales, property investment advisory, or wealth management for HNI clients

Proven track record in acquiring and managing HNI / UHNI clients and closing high-value real estate transactions

Familiarity with legal documentation, tax structures, and regulatory compliance in real estate

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Wealth Manager • Bengaluru, India

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