Senior Wealth Manager Jobs in Surat, Gujarat

Job Description

Hiring: Senior Wealth Manager for a private sector bank in Surat. Wealth Managers advise high-value clients on investment and financial planning options, manage and grow client investment portfolios, and cross-sell wealth management products in line with regulatory guidelines. This senior-level position also involves mentoring junior team members and reviewing their work.

Key Responsibilities

• Handle Investment portfolio advisory.
• Take ownership of Client relationship management.
• Manage Mutual fund & insurance products.
• Be responsible for Financial planning.
• Work on Regulatory compliance (SEBI/IRDA guidelines).

This position calls for 8-15 years of relevant experience and a Bachelor's/Master's degree in Finance; wealth/investment certification preferred. It is a full-time, on-site role based in Surat, Gujarat - not a remote position, given the nature of Banking & Financial Services work in this sector.

Candidates who meet the above profile can apply directly using the Apply Now button on this page; applications are routed for this specific Senior Wealth Manager opening in Surat, Gujarat.