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Wealth Manager | Leading Financial Services Company
ConfidentialVadodara30+ days ago
Job descriptionGraduate or Postgraduate in any discipline 3–6 years of experience in wealth management or HNI relationship handling Strong financial product knowledge across asset classes Excellent networking, communication, and client management skills
Role Responsibilities :
- Acquire and manage HNI clients with tailored investment solutions
- Deepen client relationships through cross-selling and portfolio diversification
- Stay updated on market trends and regulations impacting client portfolios
- Collaborate with internal teams to deliver compliant and effective investment advice
Job Requirements :
Skills Required
Wealth Management, Hni Acquisition, Investment Advisory, Portfolio Management, Relationship Management
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Wealth Manager • Vadodara
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