Senior Manager

2 weeks ago

Gurgaon, 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
Location: M.G. Road Gurgaon

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