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Wealth Manager

Wealth Manager

Aseup Consultancy

6 - 11 years

20 - 35 Lacs

Gurugram

Posted:1 day 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 skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

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Aseup Consultancy

www.aseup.com

Business Consulting and Services

Kalyan Maharashtra

2-10 Employees

31 Jobs

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Wealth Manager