Wealth Management Specialist
3 weeks ago
About the Role
We are seeking a skilled Wealth Management Specialist to join our team at Axis Bank. As a key member of our Affluent Business team, you will be responsible for managing the sales team and ensuring the delivery of high-quality investment services to our clients.
Key Responsibilities
- Assist in the investment portfolio asset allocation of customers.
- Monitor specific portfolios and reallocate them as needed.
- Coach RM teams on the latest products and research available.
- Source and evaluate investment products for distribution to our HNW client base.
Requirements
- Graduation/Post-Graduation from a recognized institute.
- One or more of the following: MBA (Finance), CA, CFA, CFP.
- Overall experience of up to 7 years in financial markets or in asset allocation and investment management of HNI customers.
About Axis Bank
Axis Bank is one of India's most trusted banks and the third largest in the private sector. We are committed to customer centricity and empower our employees with rich roles, learning opportunities, and flexibility to chart their career.
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