Senior Wealth Manager - B2C Vertical - HNI/UHNI Segment
Stock Market Trading Asset & Wealth Management
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Job Description
Role: Senior Wealth Manager
Grade: Assistant Vice President/Chief Manager
Client Advisory & Portfolio Management:
- Understand clients financial goals, risk appetite, and time horizon through detailed discussions and portfolio deep-dives.
- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.
Preferred Candidate Profile:
- 4 to 10+ years of experience in wealth management, investment advisory, or private banking.
Skills
Wealth ManagementBankingPrivate BankingBFSI SalesInvestment AdvisoryPmsInvestment OpportunitiesPortfolio AnalysisWealth ManagementWealth ManagerIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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