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Wealth Manager | Leading Financial Services Company

Wealth Manager | Leading Financial Services Company

Mount Talent Consulting

4 - 11 years

4 - 11 Lacs

vadodara gujarat india

Posted:9 hours ago| Platform: Foundit logo

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Skills Required

wealth management hni acquisition investment advisory portfolio management relationship management

Work Mode

On-site

Job Type

Full Time

Job Description

Role Responsibilities:

Acquire and manage HNI clients with tailored investment solutions
Deepen client relationships through cross-selling and portfolio diversification
Stay updated on market trends and regulations impacting client portfolios
Collaborate with internal teams to deliver compliant and effective investment advice

Job Requirements:

Graduate or Postgraduate in any discipline
36 years of experience in wealth management or HNI relationship handling
Strong financial product knowledge across asset classes
Excellent networking, communication, and client management skills

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