Wealth Manager

We are looking for Wealth Manager

Experience: 4 TO 6 years

Location: Chennai, Bangalore, Surat, Jaipur, Vizag and Mumbai

Notice Period: 0 -15 days

Role Overview

The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust.

Key Responsibilities

• This role is responsible for onboarding new clients and managing relationships with high-net-worth families
• Anticipate client needs and provide tailored solutions aligned with family goals and values.
• Collaborate with investment manager...