Wealth Manager

ICICI Bank is India's second-largest private sector bank with a comprehensive portfolio of banking and financial services. With over 6,000 branches and a strong digital banking platform, ICICI serves millions of customers nationwide. The wealth management division caters to high-net-worth individuals with personalized investment and advisory services.

We are hiring a Wealth Manager to manage relationships with HNI clients and provide comprehensive wealth advisory services. You will develop customized investment strategies, manage portfolios worth ₹50+ crores, and deliver exceptional client experiences. This role offers attractive incentives and career growth in wealth management.

• Manage relationships with 40-50 high-net-worth clients with portfolio values exceeding ₹1 crore each
• Provide personalized wealth advisory including investment planning, portfolio management, and tax optimization
• Develop and present customized investment proposals across equity, debt, mutual funds, and alternative assets
• Achieve sales targets for investment products, insurance, and fee-based services
• Conduct regular portfolio reviews, market updates, and financial planning sessions with clients
• Ensure compliance with regulatory guidelines and internal policies in all client interactions

• 8+ years of experience in wealth management, relationship management, or financial advisory roles
• Strong knowledge of investment products including equities, mutual funds, bonds, insurance, and structured products
• Proven track record of managing HNI relationships and achieving sales targets
• Professional certifications like CFP, NISM, or CFA are highly desirable
• Excellent interpersonal, communication, and presentation skills
• Graduate or postgraduate degree in finance, business, or related field
• Existing HNI client network in Mumbai will be an added advantage

• Competitive package between ₹16L – ₹22L per annum with attractive performance incentives
• Manage prestigious HNI client relationships with India's leading private bank
• Access to comprehensive product suite and research support for client advisory
• On-site role in Mumbai with professional working environment
• Clear career progression path to senior wealth management and leadership positions

This opening is not listed on any public job portal. It is a verified internal opportunity exclusively accessible through the website careerjump.co.in and directly apply to this job role. They also have similar job openings posted daily on their website. You can also join their WhatsApp Community for daily updates on verified internal job openings.