Senior Wealth Management Specialist

2 weeks ago


Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full time
Job Summary
Anand Rathi Share and Stock Brokers Ltd is seeking an experienced Wealth Management Professional to join our team as a Senior Wealth Management Specialist. This role will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional client service standards.

About the Role
The ideal candidate will have prior experience working in a Private Bank/Wealth Management set up, with a proven track record of selling complex financial products such as Mutual Funds, PMS, Structured Products. The incumbent will be responsible for handling and managing clients with a minimum investment amount of Rs 1 Cr and above, advising on asset classes and possessing strong analytical skills to work effectively in teams.

Key Responsibilities
- Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generating AUM from preferred clients
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio
- Deepening the wallet from existing clients

Requirements
- Minimum 3-4 years of stability in present and previous companies
- Strong understanding of financial markets and trends
- Ability to research and investigate new investment opportunities

Salary Information
This role offers a competitive salary range of Rs 15-20 Lakhs per annum, depending on experience.

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