Senior Private Wealth Manager- UHNWI & HNWIs

As a Relationship Manager at Boutique Private Wealth Advisory in Gurgaon, India, your primary responsibility will be to acquire new clients and nurture strong relationships with existing clients in the NCR and Chandigarh regions. You will be tasked with assessing the financial needs of clients and developing personalized investment strategies to help them achieve their goals. Regular portfolio reviews and updates to clients will also be part of your role. In this position, you will have the opportunity to travel frequently to Chandigarh for client meetings and business development activities, with all reasonable travel expenses being reimbursed. To excel in this role, you should hold 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 strong understanding of investment products and financial markets is essential, as well as the ability to travel often and effectively manage your time. Candidates with excellent analytical and problem-solving skills, along with certifications such as CFP or CFA, will be at an advantage. In return, we offer a competitive salary with performance-based incentives, opportunities for professional development and growth, and a flexible work environment. If you are interested in joining our team, please submit your resume to admin@greenlanetalent.com. Join us in delivering exceptional wealth management services and building lasting relationships with our valued clients.,