Wealth Manager

Greetings!

Moneypalm Wealth Private Limited:

About us:

We specialize in creating customized investment portfolios that align with our clients' financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions

Job Profile:

Job Location:

Salary Budget:

Preferred Qualification:

Balram@moneyplusfin.com/ Hr@moneypalm.in

About the role:

We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction.

Responsibilities:

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▪ Build relationships with newly acquire clients and understand their financial goals and objectives.

▪ Provide customized investment advice to HNI clients based on their financial goals and risk profile.

▪ Build and maintain strong relationships with HNI clients.

▪ Meet and exceed business growth targets.

Requirements:

▪ Proven experience in wealth management.

▪ Strong network and relationships with HNI clients.

▪ Excellent communication and relationship-building skills.

▪ Strong understanding of financial markets and investment products.

▪ Ability to work independently and as part of a team.