Business Development Manager - Wealth Management Services

JOB DETAILS:

Job Location: HSR Layout, Bangalore

Industry: Investment Advisory

Reports to: CEO

Education: CA / MBA / CFA

Experience: 6+ years of experience in Business Development / Client Acquisition within Wealth Management, Private Banking, Asset Management, Financial Services, or Multi Family Office firms. Strong market connectivity in Bangalore and surrounding regions.

Qualities: Team player, soft-spoken, committed and dynamic.

CTC: Standard Industry Hike

About the Company:

The client is a leading Multi Family Office and Global Wealth Management firm providing customized wealth advisory, investment management, financial planning, and alternate investment solutions to HNIs, UHNIs, family offices, and corporate clients.

The organization focuses on delivering long-term wealth creation strategies through personalized financial solutions and global investment opportunities.

Key Responsibilities:

• Drive new client acquisition for wealth management and family office services.

• Identify, engage, and convert HNI/UHNI prospects through networking, references, and strategic business development initiatives.

• Build and maintain strong relationships with entrepreneurs, business owners, CXOs, investors, and affluent families.

• Generate business opportunities for investment products including PMS, AIF, Mutual Funds, Structured Products, Global Investments, Insurance, and Estate Planning solutions.

• Conduct client meetings to understand financial goals, investment preferences, and wealth management requirements.

• Collaborate with product and relationship management teams to provide customized solutions to clients.

• Develop tailored client proposals based on the client's profile, financial goals, and investment requirements.

• Gradually build and develop an AUM book of at least 200 Crore. Achieve revenue generation and client conversion targets as per business objectives.

• Track market trends, competitor activities, and client investment behaviour to identify growth opportunities.

• Maintain strong post-acquisition relationships to ensure client retention and long-term engagement.

• Prepare business development reports, pipeline updates, and client acquisition strategies for management review.