Wealth Management Professional

3 weeks ago


Bengaluru, Karnataka, India Wealthy Full time

Wealthy - Unlock Your Potential

As a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.

What We Offer

  • A dynamic and supportive work environment that fosters growth and development.
  • Opportunities to align the goals of our Wealth Partners with those of our clients.
  • A cutting-edge wealth management platform with over 100 products to offer.

About Us

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a robust platform, added value to our clients, and earned their trust.

Requirements

  • Preferably 5+ years of experience in selling financial products.
  • Experience in banks, securities, or wealth management firms.
  • An entrepreneurial mindset with a strong client network.

Job Summary

  • Acquiring and onboarding new clients on the Wealthy platform.
  • Managing client portfolios and driving business goals.


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