Wealth Manager

Job Title: Wealth Manager
Company: I Cap Financial Services Location: Bangalore Employment Type: Full-time

Role Overview
We are looking for a dynamic and result-oriented Wealth Manager to acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients. The candidate will be responsible for offering tailored investment solutions, managing client portfolios, and building long-term relationships while achieving revenue targets.

Key Responsibilities

1. Client Acquisition & Relationship Management ● Acquire new HNI/UHNI clients through cold calling, networking, referrals, and market mapping. ● Develop and maintain a strong pipeline of potential clients. ● Conduct meetings and presentations to understand client investment needs. ● Act as a single point of contact for assigned clients
2. Investment Advisory & Portfolio Management ● Understand client financial goals, risk appetite, and investment horizon ● Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and IPOs ● Monitor portfolio performance and recommend suitable adjustments. ● Conduct periodic portfolio reviews and rebalancing.
3. Product Advisory ● Provide strategic financial advice based on client financial goals, risk appetite, and investment horizon. ● Recommend appropriate wealth products and investment opportunities.
4. Relationship Management ● Act as a trusted advisor to clients and maintain long-term relationships. ● Ensure high levels of client satisfaction and retention through proactive engagement and service.
5. Revenue Generation ● Achieve and exceed targets for asset mobilization, revenue generation, and client activation. ● Drive cross-selling and upselling of financial products.
6. Market Intelligence ● Stay updated with market trends, economic developments, and new investment products. ● Provide insights and timely recommendations to clients based on market conditions.

Required Skills & Qualifications
● Bachelor’s/Master’s degree in Finance, Commerce, or Management
● Minimum 1–5 years of experience in wealth management, relationship management, or financial sales
● Strong knowledge of financial markets and investment products
● Excellent communication, negotiation, and relationship-building skills
● Target-driven and result-oriented mindset
● AMFI / NISM certification preferred