Wealth Manager - Sales - HNI & UHNI Advisory (3-8 Yrs) Hyderabad (BFSI Sales) by ALLIANCE RECRUITMENT AGENCY

Updazz.com (July-2017 से पंजीकृत) ने 4 दिन पहले इस नौकरी को पोस्ट किया था

Wealth Manager - HNI & UHNI Advisory | Hyderabad As a Wealth Manager at our Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will serve as a trusted advisor and collaborate with internal teams to deliver customized wealth solutions. Key Responsibilities:- Acquire new HNI & UHNI clients through networking, referrals, and personal initiatives.- Build and maintain long-term client relationships with tailored advice & regular portfolio reviews.- Offer a broad suite of financial products: Equity, Mutual Funds, PMS, AIFs, Bonds, Insurance, Structured Products etc.-- Conduct risk profiling & financial planning aligned to client goals.- Maintain and grow AUM (Assets Under Management) while ensuring strong client retention through exceptional service.- Stay updated on market trends, economic updates, and investment opportunities.- Ensure strict compliance with SEBI regulations and internal policies. Qualifications & Skills :- Graduate/Postgraduate in Finance, Business, Economics or related fields.- Preferred Certifications: CFP, NISM, NCFM, CFA. Minimum 3 years of experience in wealth management / private banking / investment advisory.- Strong knowledge of financial markets, investment products & portfolio strategies.- Proven track record in client acquisition & relationship management.
-Excellent communication, interpersonal, and negotiation skills. Self-driven, target-oriented, and ethical in approach. Why Join Us?- Be a part of a growing global financial powerhouse with strong local presence.- Access to comprehensive investment products and research-driven advisory.- Work in a client-first culture backed by research & product teams.- Competitive compensation performance-based incentives. Interested? Send your updated CV to Call / WhatsApp: 9306749277Location : Hyderabad (ref:updazz.com)

Payroll Type : Permanent