Private Wealth Investment Manager
4 days ago
Equentis is a leading financial services firm dedicated to providing personalized wealth management solutions to high net worth individuals. Our team of experts is committed to helping clients achieve their financial goals through tailored investment strategies and exceptional customer service.
Salary
The successful candidate can expect a competitive salary ranging from ₹12 lakhs to ₹20 lakhs per annum, depending on experience and qualifications.
Job Description
We are seeking a skilled Private Wealth Investment Manager to join our team in Mumbai. The ideal candidate will have prior experience in wealth management, with a proven track record of acquiring and advising high net worth clients. Key responsibilities include building relationships with existing clients, generating new business leads, and contributing to the growth and development of our client base.
Required Skills and Qualifications
To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. A minimum of 2-3 years of experience in wealth management or a related field is required, with a portfolio size of at least ₹1 crore.
Benefits
We offer a comprehensive benefits package, including medical insurance, retirement savings plan, and opportunities for professional development and growth. Our team environment is collaborative and supportive, with regular feedback and coaching to help you succeed in your role.
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