Job Title: Wealth Manager
Company: I Cap Financial Services

Location: Bangalore

Employment Type: Full-time

Role Overview
We are looking for a dynamic and result-oriented Wealth Manager to acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients. The candidate will be responsible for offering tailored investment solutions, managing client portfolios, and building long-term relationships while achieving revenue targets.

Key Responsibilities
1. Client Acquisition & Relationship Management
? Acquire new HNI/UHNI clients through cold calling, networking, referrals, and market mapping.
? Develop and maintain a strong pipeline of potential clients.
? Conduct meetings and presentations to understand client investment needs.
? Act as a single point of contact for assigned clients
2. Investment Advisory & Portfolio Management
? Understand client financial goals, risk appetite, and investment horizon
? Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and IPOs
? Monitor portfolio performance and recommend suitable adjustments.
? Conduct periodic portfolio reviews and rebalancing.
3. Product Advisory
? Provide strategic financial advice based on client financial goals, risk appetite, and investment horizon.
? Recommend appropriate wealth products and investment opportunities.
4. Relationship Management
? Act as a trusted advisor to clients and maintain long-term relati