Wealth Manager

Role Overview :
We are seeking an experienced Wealth Manager to manage and grow the firms wealth management vertical, focusing on Mutual Funds, Private Equity, and Alternative Investment Funds (AIF). The candidate will be responsible for client advisory, investment product distribution, and portfolio management for HNI/UHNI clients.

Key Responsibilities:
a) Manage and expand the wealth management business of the firm
b) Advise clients on Mutual Funds, AIFs, and Private Equity opportunities
c) Build and maintain relationships with HNI and UHNI investors
d) Source and onboard new clients through networking and referrals
e) Managing client relationships / deal sourcing / execution (as applicable)
f) Ensuring compliance with applicable regulations and company policies

Key Skills:
Understanding of Mutual Funds, AIFs, PMS, and Private Equity
• Strong client relationship management skills
• Knowledge of financial markets and wealth products
• Excellent presentation and communication skills
• Ability to work with HNI/UHNI clients

Preferred Profile:
Prior experience in wealth management firms, private banks, or distribution houses