Wealth Manager (Gurugram)

Wealth Manager (Gurugram)

20 Aug
|
SBNRI
|
Gurugram

20 Aug

SBNRI

Gurugram

We are looking for ? ?????? ???????? to join us at ?????, with strong language proficiency in:

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At SBNRI, we are building financial solutions for NRIs and helping them navigate their wealth and investment journey in India.

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* Build a deep understanding of clients’ financial goals and requirements.
* Build strong, long-term relationships with NRI clients.
* Provide strategic recommendations around India-based investment opportunities.
* Work closely with our Research team for pre- and post-investment portfolio construction.
* Help solve for a highly underserved audience and contribute towards building a better wealth experience for NRIs.
* Bring a product mindset and identify opportunities to digitise and improve client-facing processes.





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* ?–? ????? ?? ???????? ?????????? in Wealth Management, Bank Wealth, Wealth-Tech, or a client-facing financial advisory role.
* Understanding of financial products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc., with experience in at least one of these areas.
* Experience in NRI Wealth / Investments will be an advantage.
* Robust communication skills and proficiency in English.
* Proficiency in CRM, Excel, and PowerPoint.
* Most importantly, someone excited about creating an impact in the NRI financial ecosystem and passionate about building and disrupting the space.

📌 Wealth Manager (Gurugram)
🏢 SBNRI
📍 Gurugram

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