Senior Manager

2 days ago

Gurugram, India Prospurts Full time

Job Description/ Responsibilities

  • Working with a partner in managing the client accounts.
  • 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.


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 1-4 years 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: M.G. Road Gurgaon

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