Wealth Manager

3 days ago

Mumbai City District, India Topgear Consultants Full time

This Opportunity is with a leading Financial Services company for their office in Mumbai location

Role: Wealth Manager

Experience: 5 - 8 Years

Job Description:

Roles & Responsibilities:

  • Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.
  • Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention.
  • Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products.
  • Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients.

Required Skillset:

  • Qualification: Any Graduate Full Time
  • Candidate should have exp handling HNI and UHNI Clients
  • Candidate should move a minimum book size of 20 CR.
  • Preferable Candidates with profile name as (Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM).

Interested Candidates can share their CV's

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