Global Wealth Manager

Job Description -

• As the Global 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 5-15 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.
• Proficiency in English, CRM, Excel and PPT.
• Compensation -
• exciting incentive structure

Location – Gurgaon

Skills Required

Mutual Funds, Ppt, Pms, Bonds, structured products, Excel, Crm, Aif