The Role
Manage relationships with high-net-worth, ultra-high-net-worth, and corporate clients. Assess financial goals and risk profiles, recommend investment and wealth-planning solutions, sell financial products, and oversee portfolio reviews and rebalancing. Monitor markets, support client onboarding and KYC/AML documentation, maintain regulatory knowledge, and collaborate with research, product, and operations teams to deliver strong client service, retention, and satisfaction.
Summary Generated by Built In
We are seeking a knowledgeable and client-focused Wealth Manager to provide comprehensive
financial advisory services to high-net-worth individuals (HNIs), ultra-HNIs, and corporate clients. The
ideal candidate will have a strong understanding of financial markets, investment products, and wealth
planning strategies to help clients achieve their financial goals.
Key Responsibilities:
• Develop and manage relationships with HNI and ultra-HNI clients.
• Understand clients’ financial objectives and risk appetite to provide personalized investment
solutions.
• Recommend and sell a range of financial products including mutual funds, PMS, insurance,
bonds, equities, and structured products.
Conduct regular portfolio reviews and rebalancing based on market trends and client goals.
• Monitor financial markets and economic trends to proactively advise clients.
• Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best
practices.
• Collaborate with research, product, and operations teams to deliver seamless client
experience.
• Ensure high standards of client servicing, retention, and satisfaction.
• Assist in onboarding new clients and completing KYC/AML documentation.
Requirements
Required Qualifications:
• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• MBA, CFP, CFA, or equivalent professional certification preferred.
Skills & Experience:
• 3–5 years of experience in wealth management, private banking, or financial advisory.
• Strong knowledge of financial instruments, wealth planning, and taxation.
• Excellent communication, presentation, and interpersonal skills.
• Proven track record of managing and growing client portfolios.
• Regulatory certifications as per local financial regulations (e.g., NISM in India).
Key Competencies:
• Client-centric approach
• Strong analytical and problem-solving skills
• High level of integrity and discretion
• Sales-driven with strategic thinking
• Adaptability to market dynamics
Benefits
Salary as per company std
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- MBA, CFP, CFA, or equivalent professional certification
- 3-5 years of experience in wealth management, private banking, or financial advisory
- Strong knowledge of financial instruments, wealth planning, and taxation
- Excellent communication, presentation, and interpersonal skills
- Proven track record of managing and growing client portfolios
- Regulatory certifications required by local financial regulations, such as NISM in India
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The Company
What We Do
Dev Mantra is a Bengaluru-based financial services company founded in 2008. It supports global and cross-border businesses through outsourced accounting, bookkeeping, financial reporting, virtual CFO services, audit support, compliance, M&A advisory, India-entry and FDI structuring, GCC setup, IPO advisory, and corporate governance. Its CA-led team emphasizes accuracy, efficiency, data security, and practical execution across client industries.
