Senior Manager/Chief Manager/Assistant Vice President - Wealth Management

Were Hiring!

Are you passionate about building long-term client relationships, driving financial growth, and managing large portfolios? We are looking for seasoned Wealth Management professionals to join our leadership team and take charge of high-value client portfolios.

Key Responsibilities:

- Develop and deliver customized financial solutions aligned with clients goals.

- Regularly engage with clients through reviews, portfolio updates, and personalized communications.

- Drive AUM growth by acquiring new clients, leveraging referrals, and deepening existing relationships.

- Upsell & cross-sell across wealth products (MFs, PMS, AIF, Insurance, FDs, etc.).

- Share insights on primary & secondary market trends, research updates, and new product offerings.

- Collaborate with regional marketing and product teams for campaigns and investor engagement initiatives.

- Ensure strict adherence to compliance, documentation, and internal processes.

Must-Have Skills:

- Exceptional communication, interpersonal & client relationship management abilities.

- Strong analytical mindset with proven ability to understand client requirements and design effective solutions.

- Ability to perform under pressure while maintaining high emotional stability and professional integrity.

- Strategic thinking to identify opportunities for profitability and portfolio growth.

Desired Candidate Profile:

- 712 years of experience in Wealth Management / Financial Planning / Investment Advisory.

- Proven track record of AUM generation (minimum 30 Cr).

- Hands-on exposure across wealth instruments: Mutual Funds, PMS, AIF, Insurance, FDs, etc.

- Relevant industry certifications will be an added advantage.

- A client-first approach with the ability to deliver sustainable results.

If you are an ambitious wealth professional who thrives in a fast-paced environment and has consistently demonstrated success in growing AUM, we would love to connect with you.

Apply now or share your updated resume at khushi@elementskill.com and be a part of a high-performing team shaping the future of wealth management.