Wealth Manager
Mumbai, Maharashtra, India · À temps plein
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- Expérience
- 2 ans et plus
- Salaire
- INR 700,000 – INR 1,500,000 / year
- Ouvertures
- 1
- Publié
- il y a 1 heure
- Mode de travail
- Au bureau
- Éducation
- Post-Graduation
- Admissibilité
- Any graduate can apply. The role is also described as suitable for candidates with post-graduate qualifications.
- CV
- Candidature requise
Votre lieu de travail
Description de l'emploi
Role Overview
The organization is looking for a Wealth Manager to work with high-net-worth and ultra-high-net-worth clients. The position is centered on growing assets under management by offering customized financial guidance and product recommendations.
Key Responsibilities
The role involves acquiring and managing HNI and Ultra HNI relationships, understanding client requirements, and proposing suitable investment solutions that help expand AUM.
Investment Focus
Advisory and product recommendations will cover mutual funds, portfolio management services, alternative investment funds, bonds, equities, and other structured investment products.
Candidate Profile
The ideal applicant should have at least 2 years of experience in sales or wealth management, specifically handling HNI clients, along with strong knowledge of sales/wealth management, capital markets, and investment products.
Qualifications
Post-Graduation is required for this role. The eligibility section also states that any graduate can apply.
Additional Information
For enquiries, contact Ruhi at 9380523441.