Senior Wealth Manager

Job Title: Senior Wealth Manager

Location: Sector 28 Gurgaon

Company: Oceano Apex Pvt. Ltd.

Employment Type: Full-time

About Us:

Oceano Apex Pvt. Ltd. is a leading wealth management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Senior Wealth Manager to enhance our online presence, engage with our audience, and drive brand growth through strategic role.

Key Responsibility Areas:

1.Candidate should be from finance industry, fintech industry, Wealth management industry only.

2.Candidate must have an experience in face-to-face interaction with investor.

3.Identify and prospect HNI clients, corporates, or institutional investors and experience to manage end-to-end client relationships."

4.Schedule and coordinate meetings, pitches, and networking events.

5.Prepare marketing collaterals (decks, case studies, proposals).

6.Track industry trends, regulatory changes, and competitor strategies.

7.Handle initial client queries and provide pre-meeting briefs to strategists.

8.Ensure timely follow-ups and post-meeting documentation.

*Eligibility Criteria*

Education & Skills

Bachelor’s or Master's degree in finance, Business, Economics, or related field

*Technical Skills: *

Proficiency in Excel, PowerPoint.

*Soft Skills: *

Strong communication (for client/stakeholder interactions).

Analytical mindset and attention to detail.

Experience

1–3 years in financial advisory, wealth management, or business development.

Exposure to client-facing roles or investment research is a plus.

Job Type: Full-time

Pay: ₹45,000.00 - ₹50,000.00 per month

Work Location: In person