Wealth Manager

We're Hiring: Wealth Manager

We are looking for a dynamic and result-oriented Wealth Manager to join our team.

Location : Gujarat

Key Responsibilities:

• Acquire and develop HNI/UHNI client relationships.
• Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
• Recommend suitable investment solutions based on client needs and risk profiles.
• Drive revenue generation, asset mobilization, and business growth.
• Build long-term client relationships and stay updated on market trends.

Requirements:

• Graduate/Postgraduate in Finance, Commerce, or a related field.
• 3–6 years of experience in Wealth Management or Private Banking.
• Strong communication, sales, and relationship management skills.
• Good knowledge of financial products and investment markets.

Interested candidates can share their resumes or DM us to apply.

To schedule an interview, please send your CV via WhatsApp to

HR Siddhi : [phone removed]