Wealth Manager
Year Surat, Gujarat, India
Job Description
We are looking for a Senior Wealth Manager to join our team in Surat. This is a full-time, on-site role. The Senior Wealth Manager will be responsible for providing comprehensive wealth management services to our clients, including portfolio management, financial planning, and investment advice. The Senior Wealth Manager will also be responsible for developing and maintaining relationships with clients and providing ongoing support and guidance.
- Procuring the potential/target clients through networking, database, market analysis, callings and references.
- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- To coordinate with AMC and the research team for taking investment decisions for the clients.
- To research, investigate, and update themselves on available investments.
- To Advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio.
Qualifications
- Strong knowledge of financial markets, investments, and portfolio management
- Excellent communication and interpersonal skills
- Ability to develop and maintain relationships with clients
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office Suite and other financial software
- Bachelor\'s degree in finance, economics, or a related field
- NISM (PMS) certification is preferred
- Minimum of 5 years of experience in a similar role
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Job Detail
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Job IdJD3079415
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSurat, Gujarat, India
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EducationNot mentioned
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ExperienceYear