Are you passionate about wealth management and have an established client base? Join our growing team and help clients build long-term wealth through a diverse range of investment solutions.
Key Responsibilities
Acquire and manage HNI/UHNI client relationships.
Build and grow Assets Under Management (AUM) through current client acquisition and portfolio expansion.
Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
Drive Demat account acquisition and ensure seamless account opening for recent clients.
Understand clients' financial goals and recommend suitable investment strategies.
Achieve monthly AUM, revenue, and client acquisition targets.
Who We're Looking For
Experience in Wealth Management, Private Banking, or Financial Advisory.
Existing HNI/UHNI client base is mandatory.
Robust knowledge of Mutual Funds, PMS, AIF, Unlisted Shares, Private Equity, NCDs, and other investment products.
Proven track record in client acquisition and relationship management.
📌 Wealth Manager Noida (India)
🏢 We Grow Wealth
📍 India
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