Wealth Manager

21 hours ago

Gurugram, India NexionPro Services Full time

Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire, manage, and deepen relationships with HNI and UHNI clients. Generate business opportunities through an existing client base and personal network. Understand client requirements and deliver customized investment solutions. Advise clients on wealth preservation, growth, and succession planning. Collaborate with internal teams to ensure seamless service delivery. Achieve business targets through new client acquisition and portfolio growth. Stay updated with market trends, investment products, and regulatory guidelines. Key Requirements 5–7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms. Proven ability to build and manage strong client relationships. Must possess a personal database of HNI/UHNI clients and strong networking skills. Deep understanding of financial products (mutual funds, PMS, AIFs, structured products, insurance, etc.). Excellent communication, presentation, and interpersonal skills. Self-motivated, target-oriented, and entrepreneurial mindset.

  • Wealth Advisor

    2 weeks ago

    Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time

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  • Wealth Manager

    24 hours ago

    Gurugram, India NexionPro Services Full time

    Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key ResponsibilitiesAcquire, manage,...

  • Wealth Manager

    2 days ago

    gurugram, India NexionPro Services Full time

    Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key Responsibilities Acquire,...

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    3 days ago

    Gurugram, Gurugram, India NexionPro Services Full time

    Job Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...

  • Wealth Manager

    24 hours ago

    Gurugram, India Grip Invest Full time

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  • Wealth Manager

    21 hours ago

    Gurugram, India Grip Invest Full time

    Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). -...

  • Global Wealth Manager

    1 day ago

    Gurugram, India SBNRI Full time

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    19 hours ago

    Gurugram, India SBNRI Full time

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    3 days ago

    Gurugram, Gurugram, India InvesTek Full time

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    3 days ago

    Gurugram, India Dealplexus Full time

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