BENGALURU · FULLTIME
Senior Wealth Manager
N53 TECHWORKS LLP
Bengaluru · hybrid · Posted 2d ago
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₹15.0L - ₹20.0L PA8–13 yrsfulltimeBengaluru
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Section · 01
About this role
we are looking for a Senior Wealth Manager with 8+ years of exp to manage and grow HNI/UHNI client portfolios, provide multi-asset investment advisory, acquire new clients and grow AUM, preferably with CFP and NISM Series X-A/X-B certification.
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Section · 02
Skills
Private Wealth ManagementAUM GROWTHAsset AllocationleadershipBusiness DevelopmentPortfolio ManagementHNI/UHNI Relationship ManagementClient AcquisitionWealth ManagementInvestment AdvisoryFinancial Planning