Wealth Management Specialist

20 hours ago


Mumbai, Maharashtra, India Yes Securities Limited Full time
Job Summary

The Investment Planning Expert role is a key position within our firm, requiring a deep understanding of investment products and wealth management strategies. The successful candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.

Key Responsibilities:

  • Managing investments to achieve client objectives.
  • Providing ongoing portfolio monitoring and rebalancing services.
  • Identifying new business opportunities and developing strategies to acquire new clients.

Requirements:

  • Bachelor's degree in finance, economics, or related field.
  • Minimum 5 years of experience in financial services industry.
  • Strong understanding of investment products and wealth management strategies.
  • Excellent communication and interpersonal skills.

Salary Range: $100,000 - $150,000 per annum.



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