Manager - Wealth Management
5 days ago
Job Description/ Responsibilities
- Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.
- Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.
- Connecting with the existing clients and prospects for periodic review and advising them accordingly.
- Hyper-personalization to be prioritized for all client accounts at all times. Aiming to build new AUM as well as expand & deepen the existing client relationships.
- Tracking and analyzing the capital markets, macroeconomic indicators, government and central bank policy actions, that influence various investment asset classes.
- Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.
- Working closely with a senior advisor in managing the client accounts.
Desired Profile of the candidate
- Self Starter
- Willingness to think and work like an entrepreneur with zeal to do meaningful work in the field of financial advisory and wealth management.
- Minimum of 1-3 year of work experience in wealth and investment field.
- Efficient communication skills and strong command over the English language.
- Strong knowledge of MS - Excel.
- CFP/CFA/MBA/PG/CA preferred.
- NISM XA and XB (added advantage).
- Having a strong flair for investment advisory and is well informed on the financial markets and the economy.
What is in it for you?
- Opportunity to work in a boutique set up entailing multi faceted assignments.
- Opportunity to work with senior advisors in high value accounts.
- End to end learning of personal wealth management practice.
- Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.
Interested candidates please share your resumes at jobs@prospurts.com.
Location: Prospurts is having offices in NCR at Gurgaon and New Delhi – Barakhamba Road.
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