Senior Wealth Manager

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions.

Key Responsibilities:

• Prospect, acquire, and retain high-value clientele
• Design and recommend strategies aligned with the clients' financial objectives
• Conduct periodic reviews to reassess portfolios and ensure continued suitability

Qualifications & Requirements:

• Qualification in the fields of Finance/Business Management/Accounting
• An MBA degree, Chartered Accountant (CA) certification, or a Chartered Financial Analyst (CFA) Charterholder would be preferable
• Minimum of 5 years of experience in the Indian financial markets
• A strong personal clientele book is mandatory

This is an excellent opportunity for an accomplished wealth management professional to contribute to a growing platform while deepening client relationships and enhancing financial outcomes.

???? Interested candidates are invited to share their profiles at [HIDDEN TEXT] or contact us via LinkedIn Messages.

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