We are currently hiring for the position of wealth Manager at Premia Capital Pvt Ltd a dynamic and fast-growing wealth management firm dedicated to delivering comprehensive financial solutions to high-net-worth individuals.
Position: Assistant Wealth Manager
Location: Ahmedabad
Employment Type: Full Time
Experience Required: 2-5 years
Key Responsibilities:
Lead and manage a team of relationship managers and sales executives to achieve business targets across investment products and services.
Develop and implement strategic sales plans to acquire and grow HNI/UHNI client portfolios.
Drive revenue growth through structured prospecting, networking, and relationship-building activities.
Collaborate with internal teams (advisory, research, compliance) to ensure seamless client onboarding and service delivery.
Track market trends, competitor offerings, and client feedback to refine go-to-market strategies.
Ensure compliance with internal policies and external regulatory guidelines.
Key Requirements:
MBA or professional degree in finance preferred.
Knowledge in financial services/wealth management sales.
Proven track record in acquiring and managing HNI clients and achieving sales targets.
Strong leadership, communication, and client engagement skills.
Sound understanding of investment products, mutual funds, insurance, and financial planning tools.
If you are a results-driven professional with a passion for wealth management and client success, we invite you to be a part of our growth journey.
Kindly share your updated resume or reach out to us at [Phone Number/Email] for more information.
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.