Roles and Responsibilities
Client Acquisition & Onboarding: Drive recent mass affluent customer acquisition through networking, referrals, and pitching domestic and international financial products.
Portfolio Advisory: Design customized asset allocations matching client risk profiles across mutual funds, PMS (Portfolio Management Services), global equities, and fixed income.
Portfolio Monitoring: Conduct regular portfolio reviews, performance tracking, and timely rebalancing.
Regulatory Compliance: Adhere strictly to SEBI guidelines, KYC/AML rules, and global tax compliance standards.

Preferred Candidate Profile
Education: Bachelors degree in finance or business, with a preferred Post Graduate/MBA in Finance.
Certifications: Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), or AMFI/NISM certifications.
Experience: 5 to 10 years of proven experience in wealth management, private banking, or affluent client acquisition.
Product Knowledge: Solid grasp of Indian and international asset classes, mutual funds, alternative investment funds (AIF), and offshore funds.
Soft Skills: Exceptional communication, cross-cultural relationship management, and high personal credibility.

📌 Wealth Manager Delhi
🏢 PhillipCapital
📍 Delhi