Global Wealth Manager

3 weeks ago

Gurugram Gurugram India SBNRI Full time

Job Description

Job Description -

- As the GlobalWealth Manager, you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.

- You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.

- The person who is passionate to disrupt NRI space should definitely apply.

- Min 5-15 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.

- Understanding of various financial products PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.

- A product mindset - understanding of how processes can be digitised.

- Experience in NRI Wealth/ Investments space would be an advantage.

- Proficiency in English, CRM, Excel and PPT.

- Compensation -
- exciting incentive structure

Location Gurgaon

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