Senior Wealth Manager 

EldersWealth Bangalore Urban, Karnataka, India On-site Full-time 

About the job 

We are looking for Relationship Managers to build and preserve trusting relationships with 

our customers. We’ll rely on you to find ways to outperform our competition and maintain 

our company’s positive image. 

To succeed in this role, you should be an excellent communicator with the ability to build 

rapport with customers. We expect you to be a strategic thinker with an analytical mind and 

strong problem-solving skills. 

Preferred candidates from : Wealth Sector / Banking / Insurance / Distribution 

Job Location: Bangalore 

CTC up to: According to market standards. 

ROLES & RESPONSIBILITIES: - 

· Acquiring new customers through referrals, organizing events & presentations and leads 

· Maintaining existing client relationships and growing AUM through active portfolio 

management, asset allocation and financial / retirement solutions 

· Advising clients on their investment needs and risk coverage 

· Keep abreast of the current financial and market trends and continuously engage with 

clients on market developments 

Requirements 

· Experience in handling wealth products is a must 

· Candidates from distribution too can apply 

· Problem-solving attitude 

· Excellent communication skills 

· Aptitude for fostering positive relationships 

· Teamwork and leadership skills 

· Customer-oriented mindset 

· Graduation is a must 

· NISM VA & IRDA Certification preferred 

· Preferably from Bangalore