Senior Wealth Manager
Moneyfrog · Mumbai · onsite · Posted 44d ago
Undisclosed2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role Overview: Wealth Manager will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.
Key Responsibilities:
- Build and maintain strong relationships with HNI clients.
- Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
- Conduct regular portfolio reviews and risk assessments.
- Identify and onboard new clients to expand the business portfolio.
- Offer customized investment and financial planning solutions.
- Stay updated on market trends, financial products, and regulatory changes.
Sourced from naukri
Skills
Equity AdvisoryMutual Funds SalesUltraStructured ProductsPMSAifIRDAInvestment ProductsUltra HniHNIMutual FundsFinancial AdvisoryPortfolio ManagementCFPMFWealth ManagementInvestment AdvisoryHNI SalesEquity Salesamfi certifiedHNI Client Handling