Senior Wealth Manager
Overview
EldersWealth is looking for a Senior Wealth Manager to join their Bangalore team. In this role, you'll deepen relationships with existing clients and bring in new ones through events, referrals, and presentations. You'll be trusted to grow assets under management (AUM) and deliver smart financial strategies that keep clients ahead of the curve.
What You'll Do4
- 1Proactively acquire new clients by tapping into referrals, organizing financial events, and following up on leads.
- 2Nurture long-term client relationships and expand AUM through tailored portfolio management, asset allocation, and retirement solutions.
- 3Guide clients on investment needs and appropriate risk coverage, ensuring their financial goals stay on track.
- 4Stay current with market trends and economic developments, then proactively engage clients with relevant insights and recommendations.
Requirements5
- 1Proven experience working with wealth products (banking, insurance, or distribution backgrounds are welcome).
- 2Excellent communication and problem-solving skills, with a knack for building genuine rapport.
- 3A customer-first mindset, ability to work in a team, and leadership potential to drive client outcomes.
- 4Graduation is required; NISM VA and IRDA certifications are a strong plus.
- 5Based in Bangalore or willing to relocate (local candidates preferred).
Who Should Apply
This role is ideal if you thrive on building trusted, long-term client relationships and have a strong track record in wealth management, banking, insurance, or distribution. You're a strategic thinker who combines financial expertise with a consultative, human touch, and you're excited to help clients navigate their financial futures while growing a book of business in Bangalore.
Salary Insight
Compensation is aligned with market standards for senior wealth management roles in Bangalore.
Required Skills
Application Tip
In your cover letter, briefly describe a specific time you grew a client's AUM through proactive portfolio management or cross-selling — that kind of real-world example will set you apart.
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