Wealth Management Advisor
1 day ago
At our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.
The ideal candidate will have prior experience working in wealth management firms, private banking, or high-ticket mutual fund sales with exposure to HNI client management. A strong ability to analyze client data, identify trends, and create lasting impressions through impactful presentations is essential for this role.
We are looking for a professional who can maintain client relationships, generate Asset Under Management (AUM), and advise affluent clients on their existing investments and overall financial portfolio.
- Acquire and advise HNI clients, leading affluent and super-affluent client bases
- Build sales funnels via client meetings or virtual presentations
- Conduct and assist in organizing seminars, workshops, and business development activities
- Maintain client relationships and generate AUM from preferred clients
- Advise affluent clients on their existing investments and manage their overall financial portfolio
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Account Manager
1 day ago
Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full timeQualification: CA qualifiedLocation: BangaloreExperience: FresherAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement.b. Reporting the...
