As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.
You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.
The person who is passionate to disrupt NRI space should definitely apply.
Min 1-2 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.
Understanding of various financial products PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.
A product mindset - understanding of how processes can be digitised.
Experience in NRI Wealth/ Investments space would be an advantage.
