Wealth Strategist
8 hours ago
We are seeking a dynamic and experienced professional to join our team as a Client Engagement Manager.
The ideal candidate will have a strong track record of building relationships with high net worth individuals and providing personalized wealth management services.
Key responsibilities include client acquisition, portfolio advisory, and relationship management.
- Develop and implement customized financial strategies aligned with clients' goals
- Monitor and review client portfolios for consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
A bachelor's/master's degree in finance, commerce, economics, or related field is required.
2-3 years of experience in wealth management, mutual funds, equity, or financial advisory is preferred.
A proven track record of handling HNI clients and converting leads is essential.
Benefits
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.
About Us
We are a premier end-to-end wealth advisory firm dedicated to helping high net worth individuals achieve their financial goals.
