Wealth Manager

2 weeks ago

Mount Abu, India Broking Firm Full time

We are hiring Wealth RM for leading broking firm.

Location: #Mumbai, #Pune, #Delhi, #Ahmedabad, #kolkata, #Hyderabad, #chennai

Job role:-

• Implemented a comprehensive wealth generation, preservation, and enhancement plan for private clients based on detailed research of their profile.

• Promote the group's product portfolio to existing clients, including mutual funds, PMS/AIF strategies, structures, alternate assets, direct equity, unlisted prospects, and consumer/business asset/loan solutions.

• Collaborate with product and research teams to provide solutions tailored to clients' investment profiles. Periodic examination of client portfolios in compliance with defined protocols and/or deadlines.

• Advise and educate clients on financial services, investment possibilities, and dangers.

• Build relationships with possible new clients to achieve the goal.

Interested candidate can share CV on kuntal@thepremierconsultants.com

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