Job Description

We Are Hiring - Wealth Manager

Locations: Sector 142, Noida

Experience: 2+ Years

Functional Area: Marketing / Wealth Management

Key Responsibilities:

Acquire and manage relationships with HNI and Ultra-HNI clients.

Grow and maintain Assets Under Management (AUM).

Provide investment advisory and manage clients' overall financial portfolios.

Coordinate with product and research teams for informed investment decisions.

Support and conduct seminars, workshops, and business development initiatives.

Achieve targets related to client acquisition, business volumes, and AUM growth.

Stay updated on market trends and investment opportunities.

Maintain periodic communication with clients to ensure service satisfaction and returns.

Review client portfolios based on market changes, economic trends, and personal life events.

Handle multiple investment products including PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency products.

Strong client relationship and communication skills

Qualifications:

CFP / CFA / MBA (Finance / Marketing)/Graduate(Any)

Job Types: Full-time, Permanent

Pay: ₹40,000.00 - ₹60,000.00 per month

Benefits:

Health insurance Provident Fund
Education:

Bachelor's (Required)
Experience:

Wealth management: 2 years (Required) Portfolio management: 2 years (Required)
Work Location: In person