Wealth Management Professional
2 days ago
**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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