Wealth Manager

Job Description

Wealth ManagerDear Candidate,We are hiring for the position of Wealth ManagerThis role is ideal for professionals experienced in HNI client handling, investment advisory, and revenue generation within the Wealth/Non banking finance serviceRole Highlights* Acquire and manage HNI / UHNI clients* Provide advisory across Equity, Mutual Funds, PMS, AIF, Bonds, Securities* Manage and grow client portfolio & AUM* Achieve revenue and cross-sell targets* Build long-term client relationships and provide portfolio reviewsKey Requirements* 2 years experience in Wealth Management / Investment Advisory / RM role* Strong experience in client acquisition & relationship management* Knowledge of investment products and financial markets* Certifications like NISM / AMFI / CFP / CFA are an advantageRole Type: Client-facing | Target-driven | Growth opportunityIf you are interested or open to exploring this opportunity, please reply with your updated CV and a suitable time to connect.Looking forward to hearing from you!

Keyskills :
revenue generationclient acquisitionportfolio managementinvestment advisorycross sellingwealth managementmutual fundsequityhni sales