Wealth Mngr

5 days ago

Chennai Coimbatore New Delhi, India The Firm P Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products

Engage with HNI/UHNI clients & understand their investment aspirations

Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio

End to end client relationship mgmt.

Monitoring clients portfolio & updating clients about market events & possibilities

Act as a strong bridge between the Research & Analysis team for regular updates

Preferred candidate profile

2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with excellent Communication & Client engagement skills . Requisite certifications mandatory

Non Acquisition experience analyst not managed portfolio kindly excuse

Perks and benefits

CTC ; lacs (Negotiable for the right candidate)

  • Regional Wealth Mngr

    4 days ago

    Delhi, Mumbai, NCR, India The Firm P Full time ₹ 50,00,000 - ₹ 1,00,00,000 per year

    Responsible for handling a team in a Region/City who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF productsEngage with HNI/UHNI clients & understand their investment aspirationsEnsure Onboarding, handholding & educating clients on various Investment/PMS portfolioEnd to end client relationship mgmt.Monitoring clients...