Wealth Specialist

About the role

We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Stay updated on market trends, economic indicators, regulatory developments, and internal investment views. Embed a customer-first, transparent, and suitability-driven advisory approach always.

What you'll do

• Review and analyze clients’ existing portfolios to ensure alignment with risk profile, investment horizon, and changing market conditions
• Support branch teams in conducting structured portfolio reviews and investment discussions with clients
• Recommend portfolio rebalancing and tactical investment actions in line with market outlook and approved bank investment frameworks
• Drive sustainable AUM growth through structured advisory, portfolio activation, and deepening of existing client relationships
• Support cross-sell and up-sell of approved wealth and investment products, ensuring suitability and long-term value creation

What you need

• Wealth management
• Portfolio management
• Mutual funds
• Capital markets
• MIS reporting
• Cross-selling
• MBA or B.Com or CFA

Good to have

• CFA