
Financial Services Manager
4 hours ago
We are seeking a dynamic Wealth Management Professional to join our team. The ideal candidate will have excellent communication skills and the ability to build strong relationships with High Net-Worth Individuals (HNIs).
About the RoleThis role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.
Key Responsibilities- Build and maintain strong relationships with HNI clients
- Convert qualified leads into managed portfolios
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
- Monitor and review client portfolios to ensure consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
- Proven track record of handling HNI clients and converting leads
A collaborative work environment, opportunities for professional growth and development, and a competitive compensation package.
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