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Job Description
Synergy Hr consultancy is looking to hire RM Wealth across Pan India
Experience: 8+ years in Wealth Management with an existing client book.
Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention
Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management
Responsibilities:
- Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth
- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
Looking to get Placed? Try our Placement Guarantee Plan
- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
Well verse with Equity , MF, PMS , AIF , Structured Product
Compensation: Upto 40 lacs plus bonuses
This is a Standalone Position , No Team will be provided
Skills
Wealth ManagementPrivate BankingBFSI SalesBankingPortfolio ManagementClient AcquisitionStructured ProductsAcquisitionAdvisoryAifRevenue GrowthWealthWealth ManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
13 Dec 25, 02:36 PM IST
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