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Global Wealth Manager
Global Wealth ManagerSBNRI • Rajahmundry, IN
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Global Wealth Manager

Global Wealth Manager

SBNRI • Rajahmundry, IN
30+ days ago
Job description

AVP / Senior Manager – Wealth

📍 Gurgaon | Hybrid 🕓 Experience : 6–15 years

About the Role :

We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is for you.

What You’ll Do :

  • Manage and grow high-value NRI & RI portfolios.
  • Craft investment strategies across MF, PMS & AIF.
  • Build long-term client trust through smart, data-driven advisory.
  • Stay ahead of market trends and product innovations.
  • Collaborate with cross-functional teams to enhance client experience.

What We’re Looking For :

  • 6–15 years of hands-on experience in Wealth / Investment Advisory.
  • Strong track record managing NRI & RI clients.
  • Deep product knowledge across MF, PMS & AIF.
  • Great communicator, relationship builder, and self-starter.
  • SEBI / NISM certifications are a plus.

    • Why Join Us :

    Work with a fast-growing fintech reshaping wealth for the new India.

    Hybrid setup. High ownership. Real impact.

    CTC - As per standard.

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    Wealth Manager • Rajahmundry, IN