Private Wealth Management Specialist- Real estate

Job Description

Company Description Myfollo.com, a brand of Valion P.R.E.F.O., is India's first "Private Real Estate Family Office." Myfollo.com leverages technology to streamline real estate advisory and transactions. By aggregating inventory online and optimizing efficient distribution channels, the company aims to revolutionize the real estate market. Myfollo.com includes a personalized dashboard for realty portfolio updates under the PropCare brand, giving clients real-time property performance insights. Valion P.R.E.F.O. has over a decade of experience in Real Estate Advisory, boasting a client base of over 1,700 families and assets worth over INR 9600 crores. Role Description This is a full-time, on-site role for a Private Wealth Management Specialist – Real Estate, located in Gurugram. The specialist will analyze real estate investment opportunities, develop financial plans, manage investment portfolios, and maintain client relationships. Day-to-day tasks include conducting market research, providing financial advisory services, and generating reports. The role also involves regular communication with clients, updating them on the status of their investments, and ensuring that their real estate portfolios are optimized for growth. Qualifications Strong skills in Financial Planning and Finance Proficient Analytical Skills and Investment Management expertise Excellent Communication skills Relevant experience in real estate or finance is a plus Bachelor's degree in Finance, Business Administration, or a related field Ability to work on-site in Gurugram Exceptional organizational and time management skills Show more Show less