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Wealth Manager - Investment Advisory

Wealth Manager - Investment Advisory

Catenon India Pvt LtdHyderabad, India
11 days ago
Job description

About the Company :

Leading and fast growing SEBI Registered Investment Advisory firm specializing in Wealth Management through proprietary technology platform.

Position Overview :

Looking for experienced Relationship Managers for the Wealth Management vertical.

Location : Hyderabad.

Responsibilities :

  • Develop & Manage Client relationships in order to enhance and acquire AUM.
  • Align AUM according to the client's strategy while reducing risk, costs, & tax implications.
  • Enhance desired returns & manage volatility of the portfolio.
  • Responsible to ensure client delight in all engagements.
  • New client acquisition.

Requirements : .

  • Minimum of 4 years of relevant experience in wealth management.
  • Demonstrated track record of managing high-net-worth client relationships and sales.
  • Post Graduate / MBA or graduate from reputed institute.
  • AMFI certification and knowledge of MFs would be an added advantage
  • (ref : iimjobs.com)

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    Wealth Manager • Hyderabad, India

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