Urgent Requirement For Wealth Manager

Key Responsibilities

1. Build and manage a portfolio of HNI and UHNI clients.

2. Understand client financial goals and provide suitable investment solutions.

3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.

4. Regularly review client portfolios and recommend rebalancing as per market conditions.

ire new clients through referrals, networking, and business development activities.

6. Ensure compliance with regulatory requirements and internal policies.

7. Maintain strong relationships with product partners and internal teams.

8. Prepare reports, presentations, and investment proposals for clients.

9. Stay updated with market trends, economic developments, and new financial products.

Required Skills & Competencies

1. Excellent communication and relationship management skills.

2. Strong knowledge of financial markets and investment products.

3. Strong analytical and problem-solving abilities.

4. Client-centric approach with a sales and advisory mindset.

5. Ability to work independently and meet targets.

• Experience

  1 - 7 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  hrd@mehtawealth.in