Wealth Manager-Real Estate Sales

Company Description

Valion is India’s first P.R.E.F.O “Private Real Estate Family Office” with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through brands like PropCare and myfollo to cater to property management and real estate portfolio management needs.

Role Description

This is a full-time on-site Wealth Manager-Real Estate Sales role located in Gurugram at Valion. The Wealth Manager-Real Estate Sales will be responsible for financial planning, investment and relationship management, networking and brand building, finance, and insurance sales to HNI/ Super HNIC families.

Qualifications

• Minimum 3 to 8 years of relevant experience in real estate sales ,wealth management or investment advisory is a plus
• Financial Planning, Investment Management, and Finance skills
• Experience in Investments and Insurance
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Experience in real estate sales and wealth management is a plus
• Bachelor's degree in Finance, Economics, Business Administration, or related field