Wealth Management Professional

2 days ago


Mumbai, Maharashtra, India Quotient Consultancy Full time

**Job Title:** Senior Wealth Manager

**Job Type:** Full-time

**Location:** [City]

**About Us:** Quotient Consultancy is a leading provider of wealth management services. Our team of experts provides personalized investment solutions to high net worth individuals and families.

**Job Description:**

We are seeking an experienced Senior Wealth Manager to join our team. The successful candidate will have a strong background in relationship management, portfolio handling, and sales strategy.

**Responsibilities:**

  • Develop and execute sales strategies to acquire new high net worth clients and expand existing relationships
  • Conduct thorough client profiling and provide tailored investment solutions
  • Manage client portfolios and make informed investment decisions
  • Stay up-to-date with market trends and regulatory requirements

**Requirements and Qualifications:**

  • 7-8 years of experience in wealth management and portfolio handling
  • Graduate degree in finance or related field
  • Certifications in NISM/IRDA/AMFI desirable
  • Excellent communication and analytical skills

**What We Offer:

At Quotient Consultancy, we offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.



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