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Wealth Manager
Wealth Manager
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Wealth Manager

Anusree TP's profile picture
Posted by Anusree TP
3 - 10 yrs
₹8L - ₹18L / yr
Bengaluru (Bangalore)
Skills
HNI
UHNI

Job Title: Wealth Manager


Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time


About the Role


We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.


The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.


Key Responsibilities


Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

   

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.


Team Leadership & People Management


* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.


Qualifications


* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.


Experience


* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.


Required Skills


* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.


Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

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Shubham Vishwakarma

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About Tap Invest

Founded :
2022
Type :
Product
Size :
100-500
Stage :
Profitable

About

Diversification for HNI investors. Access high-yield fixed income opportunities, invoice discounting & curated debt products designed for affluent and HNI investors.
Read more

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