Wealth Manager

2 weeks ago

Mumbai, Maharashtra, India Techroles Full time ₹ 8,00,000 - ₹ 24,00,000 per year

**Client Relations - Pre IPO and Wealth Management

Description:


• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,

Unlisted Shares, and Wealth Management services.


• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,

ensuring alignment with their financial goals.


• Business Development: Identify potential clients, pitch investment

opportunities, and grow the client base.


• Portfolio Management: Help clients structure and optimize their investment

portfolios with a focus on risk management and long-term wealth creation.


• Investment Research: Stay updated on market trends, new Pre-IPO

opportunities, and wealth management strategies.


• Client Communication: Maintain strong client relationships through regular

communication, portfolio reviews, and personalized investment insights.


• Compliance & Governance: Ensure adherence to SEBI regulations and NISM

certification requirements.


• Report & Presentation Preparation: Develop investment proposals, reports,

and financial presentations for clients.

Qualifications & Skills:


• Education: PG/MBA in Finance or related fields.


• Certifications: NISM Series 10A & 10B (preferred).


• Experience: Demonstrated track record in Wealth Management, Pre-IPO

investments, or financial advisory.


• Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.


• Soft Skills: Strong communication, negotiation, and analytical abilities.


• Industry Knowledge: Deep understanding of financial markets, investment

strategies, and regulatory frameworks.

Employment: Full time, Permanent

Notice Period: Max 1 month**

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