Manager/Senior Manager/Assistant Vice President/Director - Wealth Management
Stock Market Trading Asset & Wealth Management
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Job Description
We are hiring for a Wealth Manager ( Manager/ Senior Manager/ AVP/ Directors - (as per their book size, experience and growth prospect) in a leading Private Wealth Management Firm dealing into HNI, UHNI on major 4 metros : Delhi /Mumbai /Pune & Bangalore.
Key Responsibilities:
- Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketa analysis, and referrals.
- Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
- Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
- Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).
Desired Profile:
- Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of - 20 crores+.
- Product Knowledge: Expertise in PMS and key investment products.
Qualifications: Relevant degree in Finance or a related field.
Skills
BFSI SalesWealth ManagementBankingPmsAcquisitionCommoditiesInvestment ProductsPrivate Wealth ManagementSipWealth 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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