WEALTH MANAGER

About the Role

As a Team Lead – Wealth Management / City Lead, you will be responsible for driving business growth, managing a team of wealth management professionals, and ensuring high standards of client service. The role demands a strategic approach to portfolio management, client acquisition, regulatory compliance, and team development while achieving sales and profitability targets.

Key Responsibilities

Core Responsibilities

Lead and mentor a team of Wealth Managers to achieve business objectives. Develop and execute sales strategies to acquire new clients and expand the client base. Ensure effective client relationship management by providing personalized wealth solutions. Oversee investment portfolio structuring, financial planning, and risk assessment. Ensure adherence to SEBI, RBI, AMFI and other regulatory compliance requirements.

Leadership Competencies Team Management:

Mentor and coach, the team to enhance performance and professional growth. Business Development & Sales Strategy: Drive revenue growth through sales planning and execution. Strategic Thinking & Decision Making: Analyze financial markets, assess risks, and implement investment strategies.

Functional Competencies Portfolio Management:

Guide clients on asset allocation, diversification, and portfolio optimization. Analytical & Problem-Solving Skills: Utilize data-driven insights for financial decision-making. Digital & Technological Proficiency: Leverage financial tools, CRM software, and wealth management platforms. Domain Certifications: Maintain industry certifications to uphold domain expertise.

Behavioural Competencies

Communication & Presentation: Clearly articulate financial concepts and investment strategies. Negotiation & Persuasion: Strong influencing skills to close deals and resolve client concerns. Adaptability & Resilience: Stay agile in a dynamic financial market and adapt strategies accordingly. Accountability & Result Orientation: Meet revenue targets and drive overall business success.

Personality Traits

• Academic Excellence: Strong educational background with relevant qualifications.
• Asset Creation Self: Demonstrate discipline in personal wealth management.
• Social Influence: Leverage professional networks for business growth.
• CIBIL Score: Maintain financial credibility as a role model for clients.

Must-Have Skills & Experience

• Proven track record in sales, client acquisition, and portfolio management.
• Strong knowledge of investment products, tax planning, and regulatory frameworks.
• Excellent leadership, communication, and negotiation skills.

Value you will add

• Drives financial growth by delivering personalized investment strategies, strengthening client relationships, and maximizing risk-adjusted portfolio returns while ensuring regulatory compliance.
• Adds value by acquiring and retaining HNI (High Net Worth) clients, enhancing portfolio performance, and contributing to consistent revenue growth.
• Builds long-term client trust through strategic financial planning, portfolio advisory, and goal-based wealth solutions.
• Supports business expansion through leadership in sales, client servicing, and high-performance team management.

Preferred Qualification:

• MBA/CA/CFA or relevant financial qualification preferred.
• 10+ years of experience in wealth management, private banking, or financial advisory.

Location – Bangalore, Kolkata, Pune, Mumbai