Verified Job
Accounting - Finance
Wealth ManagerWealth Specialist
Accounting - Finance
#283755
Remote / WFH
Job Description
Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand.
In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors.
In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.
We are looking for confident Wealth Management professionals with strong experience :
• Preferably 5+ years of experience in selling financial products
• Experience in banks, securities, or wealth management firms
• Entrepreneurial mindset with a strong client network
• Acquiring and onboarding new clients on the platform
• Managing client portfolios and driving business goals
In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors.
In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.
We are looking for confident Wealth Management professionals with strong experience :
• Preferably 5+ years of experience in selling financial products
• Experience in banks, securities, or wealth management firms
• Entrepreneurial mindset with a strong client network
• Acquiring and onboarding new clients on the platform
• Managing client portfolios and driving business goals
