Wealth Manager

2 weeks ago


New Delhi, India Boyen Haddin Full time

were hiring: wealth manager sales (banking / financial services / broking)location: delhi mumbai bangalore experience: minimum 23 years in pms , mutual funds & aifage: up to 40 yearsabout the role:we are looking for passionate wealth managers with strong expertise in portfolio management services (pms) , mutual funds and alternative investment funds (aif) to join our growing team. this role demands a proactive approach to wealth creation and client relationship management.will be responsible for primarily selling equity based investment products (investment advisory, portfolio management services, pms)responsible for identifying customer needs, assessing their risk appetite and providing them investment options .what were looking for: 23 years of relevant experience in pms , mutual funds & aif strong understanding of investment strategies excellent communication & client management skillsExperience 3 - 9 Years No. of Openings 5 Education B.A, B.C.A, B.B.A, B.Com, BAMS, B.E, M.A, M.C.A, M.B.A/PGDM, M.Com Role Wealth Manager Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office


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