Introduction
Capital Edge Financial Services, a leading wealth management and investment advisory firm, is expanding its Trichy branch and requires a Senior Wealth Relationship Manager. The role focuses on advising High-Net-Worth Individuals (HNIs) and managing premium investment portfolios.
Key Details & Requirements
- Qualification: MBA in Finance, or a certified CFP (Certified Financial Planner) / CA Inter.
- Experience Matrix: 4 to 7 years in wealth management, mutual fund distribution, or premium retail banking.
- Responsibilities: Acquiring new HNI clients, conducting comprehensive financial planning, cross-selling investment products (mutual funds, PMS, AIFs), and ensuring strict regulatory compliance (SEBI/AMFI).
- Benefits: Competitive fixed salary coupled with an aggressive incentive structure based on Asset Under Management (AUM) growth.
Important Recruitment Dates
| Event / Milestone | Scheduled Date |
|---|---|
| Publish Date | June 30, 2026 |
| Application Start Date | July 3, 2026 |
| Last Date to Apply | July 21, 2026 |
| Interview Date | August 1, 2026 |
How to Apply
Interested and eligible candidates can submit their applications online or offline as per the official notification standards.
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Reference Document Source: d380882241cf4c0fa765bbc9a6c5540b.txt
