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wealth manager
wealth manager
22
Mumbai
Job Views:
Created Date: 2025-11-20
End Date: 2026-02-06
Experience: 3 - 4 years
Salary: 1500000
Industry: Financial services / Banks/ NBFC/ BFSI
Openings: 1
Primary Responsibilities :
Role: Wealth Manager
We are hiring an experienced and result-oriented Wealth Manager for a reputed MNC in Ahmedabad.
The candidate should have strong expertise in wealth products, HNI client handling, portfolio management, and capital market sales.
Experience Requirements:
About the Role:
We are looking for dynamic and result-oriented professionals to join our Private Client Group (PCG) Desk. This role is ideal for individuals with a deep understanding of financial markets, exceptional relationship-building skills, and a strong drive for client acquisition.
Key Responsibilities:
Client Acquisition: Identify and onboard high-net-worth individuals (HNIs) to build a strong client portfolio.
Client Servicing: Maintain long-term relationships through exceptional service and proactive communication.
Cross-Selling Investment Products: Provide holistic investment solutions, including Portfolio Management Services (PMS), Mutual Funds, and Systematic Investment Plans (SIPs).
Minimum Requirements:
Strong understanding of financial markets and investment products.
Excellent communication, interpersonal, and presentation skills.
Proven experience in client acquisition and relationship management.