Wealth Manager

Wealth Manager:

Role -

Wealth Manager Reporting to

- Business Head Exp Range : 5+ years 1. Relationship Management & Advisory Act as the primary point of contact for a curated set of HNI/UHNI clients, managing their overall wealth journey with CFSPL. Conduct deep-dive financial discovery to align client risk-profiles with Capitalmind’s proprietary PMS and Mutual Fund strategies. Lead with an \"Advisory-First\" mindset, focusing on long-term asset allocation rather than short-term product picking. 2. Portfolio Reviews & Communication Maintain a rigorous review cadence (Quarterly/Semi-Annual) to discuss portfolio performance, strategy drift, and life-goal changes. Translate Capitalmind’s quantitative research and \"momentum/value\" insights into clear, actionable narratives for clients. Proactively manage client behavior during market volatility, acting as a \"behavioral coach.\" 3. Client Acquisition & Onboarding Convert high-intent leads (often from our research community) into long-term wealth management clients. Collaborate with the growth team to expand the portfolio through referrals from the existing client base. 4. Process & Compliance Discipline Ensure 100% adherence to SEBI suitability norms and internal \"Client First\" guidelines. Maintain meticulous documentation of client interactions and advisory notes in the CRM. Collaborate with the Operations and Investment teams to ensure seamless onboarding and error-free execution.

What Great Looks Like (Success Outcomes in 12–18 Months)

High Retention:

Maintain a client retention rate of >95% through high-quality engagement. Portfolio Hygiene:

100% of managed portfolios are aligned with their stated Risk-Return profiles. Advisory Depth:

Successfully transitioned clients from tactical/ad-hoc investing to a structured, process-oriented framework. Referral Growth:

At least 20% of new AUM growth contributed through client referrals. Process Mastery:

Zero compliance observations on suitability or documentation for the assigned book.

Who You Are

Experience:

5+ years in Wealth Management, Private Banking, or Investment Advisory. Domain Expertise:

Strong grip on Indian capital markets, specifically PMS (Portfolio Management Services), AIFs, and Mutual Funds. Relationship Maturity:

You have the gravitas to talk to Founders, CXOs, and sophisticated investors without being intimidated or overly subservient. Consultative selling: structured diagnosis, objection-handling rooted in trade-offs and evidence, and the ability to close without manipulation. Communication:

Exceptional ability to simplify complex data. You prefer a clear \"no\" to a vague \"maybe.\" Good-to-have:

CFA, CFP (Certified Financial Planner) or NISM X-A/X-B certification Consultative Approach:

Ability to ask the right questions to uncover a client's \"true\" financial pain points. Experience managing a book of ₹100Cr+ AUM.

Why Capitalmind?

Evidence-Driven Culture:

Work with a team that uses data, not \"gut feel,\" to make investment decisions. Transparency:

Our clients love us because we are honest about what we know and what we don’t. Growth:

We are a fast-scaling boutique where high performers have a direct path to leadership roles.

Compliance Note: Capitalmind Financial Services is a SEBI Registered Portfolio Manager. This role requires strict adherence to the SEBI (Portfolio Managers) Regulations, 2020. Ethical selling, accurate risk profiling, and suitability assessments are non-negotiable core responsibilities.