- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and solutions.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain strong relationships with existing HNIs to increase asset under management (AUM) growth.
- Collaborate with internal teams to ensure seamless delivery of services and products.
Job Requirements :
- 5-15 years of experience in wealth management or related field.
- Solid understanding of AIFs, mutual funds, and other financial instruments.
- Proven track record in HNI client handling and relationship management.
📌 Wealth Management Associate (Noida)
🏢 ERA INFRA ENGINEERING
📍 Noida
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