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Wealth Manager / Relationship Manager / Investment Advisor

Work Force Connect

2 - 20 years

5 - 20 Lacs

Mumbai

Posted:5 days ago

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Job Description

We are hiring Wealth Management & Private Wealth professionals for multiple opportunities with leading financial services organizations across India.

Roles include Wealth Manager, Relationship Manager, Investment Advisor, Equity Advisor and HNI/UHNI Relationship Manager.

Key responsibilities:

  • Manage and grow HNI/UHNI client relationships
  • Provide investment and portfolio advisory based on client needs
  • Handle products such as Equity, Mutual Funds, PMS, AIF, Bonds and other investment solutions
  • Acquire new clients and deepen existing relationships
  • Drive AUM, revenue and business growth
  • Provide market insights and investment recommendations
  • Ensure client servicing, KYC and regulatory compliance

Ideal candidates: 2–20 years of experience in Wealth Management, Private Wealth, Stock Broking, Capital Markets, Investment Advisory, Banking or related financial services.

Locations: Mumbai, Pune, Delhi/NCR, Hyderabad, Kochi & Trivandrum.

Interested professionals can apply with their updated CV on 7045255565.

Pay: ₹500,000.00 - ₹2,000,000.00 per year

Work Location: In person

Skills Required

Wealth Management Private Wealth Financial Services Mutual Funds Client Servicing KYC Regulatory Compliance Stock Broking Capital Markets Investment Advisory Banking Client and account management

Free courses, interview questions and practice for each skill.

Job Type

Full Time

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