Wealth Manager

📢 We Are Hiring – Wealth Manager Locations: Sector 142, Noida Experience: 2+ Years Functional Area: Marketing / Wealth Management 🔹 Position: Wealth Manager Key Responsibilities: Acquire and manage relationships with HNI and Ultra-HNI clients. Grow and maintain Assets Under Management (AUM). Provide investment advisory and manage clients’ overall financial portfolios. Coordinate with product and research teams for informed investment decisions. Support and conduct seminars, workshops, and business development initiatives. Achieve targets related to client acquisition, business volumes, and AUM growth. Stay updated on market trends and investment opportunities. Maintain periodic communication with clients to ensure service satisfaction and returns. Review client portfolios based on market changes, economic trends, and personal life events. Handle multiple investment products including PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency products. Strong client relationship and communication skills Qualifications: CFP / CFA / MBA (Finance / Marketing) Interested candidates can share their updated resume at: 📧 mukesh@flysofts.in