Strategic Wealth Management Professional

5 hours ago


Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full time
Job Overview

The Strategic Wealth Management Professional will be the primary point of contact for high net worth clients, responsible for acquiring and managing their relationships through exceptional service delivery.

Responsibilities:
• Acquire new preferred clients with minimum investment amount of ₹1 Cr and above
• Maintain client relationships, generating AUM from mutual funds, PMS, and structured products
• Advise affluent and super-affluent clients on investments and manage their financial portfolios
• Research and update knowledge on available investment opportunities and market trends to determine their suitability for client portfolios

Required Skills & Qualifications:
• Proven experience in private banking or wealth management
• Strong analytical skills, ability to work in teams, and excellent communication skills
• Ability to handle multiple clients simultaneously, prioritizing tasks efficiently
• Good understanding of financial markets, including mutual funds, PMS, and structured products
• Minimum 3-4 years of stability in previous companies

Estimated Salary: ₹8.5 Lakhs - ₹12 Lakhs per annum

About Us:
Anand Rathi Share and Stock Brokers Ltd is a leading financial services company, offering a wide range of services to its clients.

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