HB
Wealth Manager
Hire Best Recruitment Company · Mumbai · onsite · Posted 56d ago
Not disclosed3–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Responsibilities:
- Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
- Meet required AUM, investor acquisition, and portfolio growth targets
- Provide personalized investment advice and wealth management solutions to HNI and UHNI clients
Required Qualifications:
- Postgraduate degree
- 3–7 years of experience handling HNI and UHNI clients in wealth management
- Strong knowledge of investment products and portfolio management
- Week off: Sunday
Sourced from foundit
Skills
Equity AdvisoryPMSMutual FundsDirect EquityInvestor AcquisitionPrivate Equity