Relationship Wealth Manager

5 days ago

Gurgaon, Haryana, India Moneypalm Brokers Pvt Ltd Full time ₹ 40,00,000 - ₹ 80,00,000 per year

Greetings

Moneypalm Wealth Private Limited

About us:

A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles.
We specialize in creating customized investment portfolios that align with our clients' financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions
. We are dedicated to delivering exceptional service and support to our clients, providing regular updates and insights to help them navigate the ever-changing financial landscape. Our goal is to build long-term relationships with our clients, helping them achieve financial success and security.

Job Profile:
Relationship Wealth Manager ( Individual Role)

Job Location:
Gurgaon

Salary Budget:
Upto 16 LPA

Preferred Qualification:
MBA

Interested candidates can share resume at

or reach me out on call/ WhatsApp @ /

About the role:

We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction.

Responsibilities:


Identify and acquire new HNI clients through networking, referrals, and other channels.

Build relationships with newly acquire clients and understand their financial goals and objectives.

Provide customized investment advice to HNI clients based on their financial goals and risk profile.

Build and maintain strong relationships with HNI clients.

Meet and exceed business growth targets.

Requirements:

Minimum 7 years of experience in wealth management.

Strong network and relationships with HNI clients.

Excellent communication and relationship-building skills.

Strong understanding of financial markets and investment products.

Ability to work independently and as part of a team.

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