Dear Candidates
I hope you're doing well!
We came across your profile and believe your experience makes you a strong fit for an exciting opportunity we have for the role of
Wealth Manager with a leading Wealth Management firm.
Role: Wealth Manager
Industry: Wealth Management / Financial Services / BFSI / NBFC
Experience Required: Minimum 2 Years
What You'll Do
- Manage and grow a portfolio of HNI/UHNI clients
- Drive AUM growth and achieve revenue targets through client acquisition
- Provide comprehensive investment advisory across Mutual Funds, Securities, Bonds, SIPs, AIF, Insurance more
- Conduct regular client meetings and deliver market updates insights
- Develop tailored financial plans based on client goals and risk appetite
- Acquire new clients through referrals, networking market outreach
What We're Looking For
- Graduate / Post-Graduate in any discipline (MBA in Finance preferred)
- 2+ years of experience in wealth management, private banking, or financial advisory
- Strong knowledge of investment products and wealth platforms
- Proven track record in client acquisition and revenue/AUM generation
- Proficient in MS Office, MS Excel CRM tools
What's In It For You
- Competitive fixed salary + attractive performance-linked incentives
- Access to a broad suite of investment products across asset classes
- Structured training career development programs
- Fast-track growth in a high-performance culture
- Strong brand backing and institutional support
If this sounds like the right move for you, we'd love to connect! Please reply with your updated CV or reach out to us directly.
[hr.5,[Confidential Information]]
[8800484475]
Looking forward to hearing from you.
This job is provided by Shine.com
