Wealth Manager
2 weeks ago
This Opportunity is with a leading Financial Services company for their office in Mumbai location
Role: Wealth Manager
Experience: 5 - 8 Years
Job Description:
Roles & Responsibilities:
- Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.
- Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention.
- Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products.
- Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients.
Required Skillset:
- Qualification: Any Graduate Full Time
- Candidate should have exp handling HNI and UHNI Clients
- Candidate should move a minimum book size of 20 CR.
- Preferable Candidates with profile name as (Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM).
Interested Candidates can share their CV's
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