Wealth Manager at Digitvant Microfinance Bank

About the role

• We are seeking a highly skilled and client focused Wealth Manager to join our team.
• The ideal candidate will be responsible for providing personalized financial advisory services, managing investment portfolios, and building long-term relationships with high net-worth and emerging affluent clients.
• This role requires strong analytical abilities, excellent communication skills, and a deep understanding of financial markets and wealth creation strategies.

Key Responsibilities

• Identify, onboard, and manage high net-worth and emerging affluent clients.
• Provide expert financial advisory and develop customized wealth management plans.
• Conduct comprehensive financial needs assessments for clients.
• Manage and monitor client investment portfolios to ensure alignment with financial goals.
• Achieve individual and team sales targets, including revenue goals.
• Recommend suitable investment products, insurance solutions, and wealth building opportunities.
• Build and maintain strong client relationships through regular reviews and communication.
• Stay updated on market trends, investment products, and regulatory changes.
• Collaborate with internal teams (Risk, Compliance, etc) to ensure quality service delivery.
• Prepare reports, proposals, and presentations for clients and management.

Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, or any related field (Master’s or MBA is an advantage).
• Minimum of 3 – 5 years experience in wealth management, investment advisory, private banking, or related fields.
• Professional certifications such as CFA, ACCA, ICAN, CWM, or similar are an added advantage.
• Strong understanding of financial instruments, investment strategies, and market dynamics.
• Excellent analytical, communication, and interpersonal skills.
• Proven track record of managing client portfolios and meeting sales targets.
• High level of integrity, professionalism, and client-centric attitude.