Wealth Manager

2 weeks ago


Chennai Delhi Jaipur NCR, India Ethos HR Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
  • Develop and maintain strong relationships with existing HNI clients to increase retention rates and generate new business opportunities.
  • Identify cross-selling opportunities for various financial products such as investments, insurance, mutual funds, PMS, etc.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
  • Analyze market trends and economic indicators to provide expert advice on investment strategies.

Preferred candidate profile

NISM Certified or Wealth Experience.



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