Senior Wealth Manager

Role Overview

Alpha Capital is seeking an experienced and driven Senior Wealth Manager to join its growing team in Pune. In this role, you will be responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth client relationships, delivering tailored financial planning and investment advisory services. You will leverage your expertise in wealth management to provide holistic financial solutions that align with clients' long-term goals and risk profiles.

Key Responsibilities

Build, manage, and nurture a portfolio of high-net-worth client relationships, acting as their primary financial advisor
Conduct comprehensive financial needs assessments and develop customized wealth management strategies
Advise clients on a broad range of investment products including equities, mutual funds, fixed income, structured products, and alternative investments
Monitor client portfolios regularly and recommend rebalancing strategies in response to market changes or shifts in client goals
Identify and pursue new business development opportunities to expand the client base
Collaborate with internal specialists (tax, legal, estate planning) to deliver integrated financial solutions
Ensure full compliance with regulatory requirements, internal policies, and industry standards
Prepare and present detailed portfolio performance reports and investment proposals to clients
Stay updated on market trends, economic developments, and new financial products to provide informed advice

Requirements / Qualifications

Proven experience of between 5 and 8 years in wealth management, private banking, or financial advisory roles
Strong track record of managing high-net-worth client portfolios and meeting business targets
In-depth knowledge of investment products, financial markets, and wealth planning strategies
Excellent interpersonal, communication, and relationship-building skills
Relevant certifications such as CFP, CFA, or equivalent are highly preferred
Proficiency in financial planning tools and CRM platforms
Strong analytical and problem-solving abilities
High ethical standards and a commitment to client-centric service delivery
Bachelor's degree in Finance, Economics, Business Administration, or a related field; a postgraduate qualification is an added advantage

About the Company

Alpha Capital is a financial services firm specializing in wealth management, investment advisory, and capital market solutions, catering to the financial needs of high-net-worth individuals and institutional clients. The firm is committed to delivering personalized, research-driven financial strategies that help clients preserve and grow their wealth over the long term.