Wealth Manager

Topgear Consultants

5 - 10 years

8 - 13 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:1 day ago| Platform:

Apply

Skills Required

hni wealth management portfolio management private banking mutual funds hni client handling sales relationship management ultra hni pms aum private wealth aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

This Opportunity is with a leading Financial Services company for their office in Mumbai location

Role: Wealth Manager

Experience: 5 - 8 Years

Roles & Responsibilities:

Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.
Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention.
Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products.
Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients.

Required Skillset:

Qualification: Any Graduate Full Time
Candidate should have exp handling HNI and UHNI Clients
Candidate should move a minimum book size of 20 CR.
Preferable Candidates with profile name as (Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM).

Interested Candidates can share their CV's atpriyal@topgearconsultants.com

More Jobs at Topgear Consultants

Affinity Business

Bengaluru

7 - 12 yrs

INR 6 - 14 Lacs

Environmental Health and Safety Executive

Dahej

4 - 9 yrs

INR 3 - 7 Lacs

Sap Mdm Consultant

Hyderabad, Bengaluru, Mumbai (All Areas)

5 - 10 yrs

INR 6 - 14 Lacs

State HR- Vijaywada

Vijayawada, Hyderabad, Bengaluru

4 - 9 yrs

INR 17 - 22 Lacs

Help desk

New Delhi, Pune, Bengaluru

1 - 4 yrs

INR 1 - 4 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.