Senior Manager - Wealth Management

About Prospurts Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth.

Job Description / Responsibilities

• Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework - Develop relationships with new clients and conduct meetings to manage their investment portfolios - Connect with existing clients and prospects for periodic reviews and advise them accordingly - Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships - Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings - Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy - Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants

Desired Profile of the candidate

Minimum of 2-4 years of relevant work experience Good understanding of financial markets and investment products Self Starter Willingness to think and work like an entrepreneur with zeal to do meaningful work in the field of financial advisory and wealth management. Efficient communication skills and strong command over the English language. Strong knowledge of MS - Excel. CFP / CFA / MBA / PG / CA preferred. NISM XA and XB (added advantage). Having a strong flair for investment advisory and is well informed on the financial markets and the economy.

What is in it for you?

Opportunity to work in a boutique set up entailing multi faceted assignments. Opportunity to work with senior advisors in high value accounts. End to end learning of personal wealth management practice. Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.

Interested candidates please share your resumes at jobs@prospurts.com.

Location : M.G. Road Gurgaon