Wealth Manager

6 hours ago

Bangalore, India equentis Full time
Position: Wealth Manager

Acquisition of Wealth Clients:
Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.
Prior experience of working in a wealth management firms, Private banking,
PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI
Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Maintaining client relationships and generate Asset Under Management (AUM)
Advising Affluent clients in conjunction with the Research team , Financial
planning department , operations team etc on their existing investments and
managing their overall financial portfolio and deepening the wallet from existing
To coordinate with product and research team for taking investment decision for
Good ability to analyse client data, identify trends, create lasting impressions
Candidates having experience in managing HNI clients & good Personal and
Virtual meeting skills may only apply.
Good knowledge of Equity Markets and other Investment assets.

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