Manager - Wealth Management

About Prospurts

Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth.

Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework

Develop relationships with new clients and conduct meetings to manage their investment portfolios

Connect with existing clients and prospects for periodic reviews and advise them accordingly

Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships

Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings

Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy

Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants

Desired Profile of the Candidate

Self-starter

Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management

Minimum of 0 - 2 years of work experience in the wealth and investment field preferred. Open to candidates with work experience in unrelated fields but with strong interest in wealth and investment field

Efficient communication skills and a strong command over English language

Strong knowledge of MS Excel

CFP/MBA/CWM preferred

NISM XA and XB (added advantage)

What is in it for you

Opportunity to work in a boutique setup involving multifaceted assignments

Opportunity to collaborate with senior advisors on high-value accounts

End-to-end learning of personal wealth management practices

Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge

Runway to kick start your career in the wealth management industry with a long-term view

If interested, please share your resume at [HIDDEN TEXT].

Location