Back to all Jobs see more Banking & Finance jobs

Wealth Manager

Job Detail

  • Job ID 7201
  • Career Level  Manager
  • Experience  4-6 Years
  • Industry  Human Resources
  • Qualifications  Degree Bachelor

Job Description

About the job:

  • Role: Wealth Manager
  • Experience: 4/5+ years (Wealth Management)
  • Location: Mumbai

Skills:

  • Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
  • Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket
  • MF Sales with exposure to HNI client management .
  • Minimum Entry level Portfolio amount would be Rs 1 crore

 

Required skills

Adaptability Analytical skills Communication skills Interpersonal skills Wealth Manager

Related Jobs

 
Required 'Candidate' login to applying this job. Click here to logout And try again
 
 
Required 'Candidate' login for send message Click here to logout And try again
 
 

Apply for this Job

  • Drop a resume file or click to upload.
    To upload file size is (Max 5Mb) and allowed file types are (.doc, .docx, .pdf)
    or
    Upload Resume
  • Upload Cover Letter

    To upload file size is (Max 1Mb) and allowed file types are (.doc, .docx, .pdf)

  • By clicking checkbox, you agree to our Terms and Conditions and Privacy Policy

 

Answers

 

Account Activation

Before you can login, you must activate your account with the code sent to your email address. If you did not receive this email, please check your junk/spam folder. Click here to resend the activation email. If you entered an incorrect email address, you will need to re-register with the correct email address.