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Senior Wealth Manager

Senior Wealth Manager

Elevation Hr

5 - 8 years

40 - 50 Lacs

gurugram

Posted:None| Platform:

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Skills Required

wealth management portfolio management investment advisory hni client handling debt management mutual funds client acquisition pms regional management pms sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

\Looking for Sr. Wealth Manager with 7+yr exp.in HNIs & manage their Investment portfolio , Equity , Debt Management , Investment advisory , Product knowledge , cross selling , Relationship management ,Compliances ,Documentation ,Business development

Required Candidate profile

E3xisting client base , AUM of 1 Cr. Preferred , Financial planning skills ,Strong in MF ,PMS , AIFs , Insurance ,NISM Pref., Regional Manager , Client Acquisition , Portfolio Management.

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Senior Wealth Manager