
Senior Wealth Strategist
4 days ago
Our organization is seeking an experienced wealth management professional to acquire and maintain relationships with affluent clients, generate Assets Under Management (AUM), and provide expert advice on investments.
Key Responsibilities:
- Establish and maintain strong relationships with high net worth clients
- Generate revenue from preferred client base
- Offer tailored investment advice and manage clients' financial portfolios
- Identify new opportunities for client acquisition in the market
Requirements:
- 3-5 years of experience in private banking or wealth management
- Proven track record of stability and success in current and previous roles
- Experience handling clients with minimum investment amount of Rs.1 Cr and above
As a wealth manager, you will be responsible for providing exceptional service to our clients and helping them achieve their financial goals.
Benefits include:
- Opportunity to work with a prestigious organization
- Competitive compensation and benefits package
- Professional development and growth opportunities
We are committed to providing a supportive and inclusive work environment that fosters collaboration and creativity.
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