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Wealth Manager

Wealth Manager

Aseup Consultancy

6 - 11 years

35 - 70 Lacs

Jaipur

Posted:1 month ago| Platform:

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Skills Required

HNI Wealth Management Private Banking Mutual Funds Portfolio Equity HNI Acquisition Sales HNI Sales Ultra Hni PMS MF Investment Advisory Private Wealth Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wealth Management
Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns.

Required Candidate profile

Financial Planning and Investment Management skillsKnowledge of Investments and FinanceExperience in wealth management or financial advisory rolesExcellent communication and client management skill

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Wealth Manager