
Wealth Mngr
1 day ago
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)
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Regional Wealth Mngr
22 hours ago
Delhi, Mumbai, NCR, India The Firm P Full time ₹ 50,00,000 - ₹ 1,00,00,000 per yearResponsible 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...