Wealth Manager

PRE-REQUISITES : -

• Relationship Managers with prior experience of working in a Broking / Private

bank / wealth management set up.

above.

ROLES & RESPONSIBILITIES : -

& Super Affluent) and building a strong client book.

portfolio and deepening the wallet from existing clients

acquisition

opportunities / financial market trend to determine whether they fit into clients portfolios.

investment decision for the clients.

development activities.

Qualifications :

An MBA / PGDM or Graduate (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Experience : Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.

Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set :

active interest in their financial well being.

expectations with respect to market.

them to the specific context of several clients thus generating insights for clients

expression

Skills Required

Good Analytical Skills, Relationship Management, Financial Planning, Crm