Private Wealth Manager

As a Relationship Manager at our Boutique Private Wealth Advisory firm specializing in UHNW and HNW clients, located in Gurgaon, India, your primary responsibility will be to acquire new clients while nurturing strong relationships with existing ones in the NCR and Chandigarh regions. You will be tasked with assessing clients" financial needs and developing customized investment strategies tailored to their specific requirements. Regular portfolio reviews and client updates are essential aspects of this role, requiring frequent travel to Chandigarh for client meetings and business development, with all reasonable travel expenses reimbursed. To excel in this position, you should possess a Bachelor's degree in finance, Business Administration, or a related field, along with a minimum of 5 years of experience in wealth management or financial advisory. A solid understanding of various investment products and financial markets is crucial, as is the ability to travel frequently and effectively manage your time. Strong analytical and problem-solving skills are essential, while certifications such as CFP or CFA would be advantageous. In return, we offer a competitive salary package with performance-based incentives, along with opportunities for professional development and growth in a flexible work environment. If you meet the qualifications and are excited about the prospect of joining our team, please submit your resume to admin@greenlanetalent.com. Join us in this dynamic opportunity where you can make a significant impact on the financial well-being of our esteemed clients while advancing your career in Wealth Management.,