Verified Job
Accounting - Finance
Wealth Manager
Accounting - Finance
#629103
Remote / WFH
Job Description
About Our Client
The client is a Indian NBFC company with multiple offices
Job Description
Private Wealth - Manager / Sr Manager/AVP / VP / Sr VP
Experience - 2 yrs to 25+ yrs
Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata
Education - Graduate /PG
ROLES & RESPONSIBILITIES: -
• Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• To prospect, acquire and retain clients
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
• To understand clients needs & requirements and accordingly position products & services
• Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
• Maintaining client relationships and generate AUM
• Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
The client is a Indian NBFC company with multiple offices
Job Description
Private Wealth - Manager / Sr Manager/AVP / VP / Sr VP
Experience - 2 yrs to 25+ yrs
Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata
Education - Graduate /PG
ROLES & RESPONSIBILITIES: -
• Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management
• Selling of products : Mutual Funds, PMS, Structured Products etc
• Handle and manage clients.
• Experience of advising clients across asset classes
• To prospect, acquire and retain clients
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
• To understand clients needs & requirements and accordingly position products & services
• Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individ
• Maintaining client relationships and generate AUM
• Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
