Nri Wealth Manager

2 weeks ago


Delhi Gurgaon Haryana, India Hrizen Techno Services Full time

Job Responsibilty - As a Wealth Manager you will be responsible for - Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment executionRequirements - 2-5 years of experience in a client-facing investment advisory or wealth management role with a wealth-tech PMS or investment firm- Strong understanding of products such as Mutual Funds PMS AIFs Bonds Structured Products experience in at least one is essential - Good communication skills and client-handling ability- Exposure to tools like Excel CRM and PowerPointBonus Experience in NRI Investment Wealth domainProduct-oriented mindset - keen on digitising traditional investment processes ref updazz com



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