Hi, We are hiring for one of the financial services. Location- Mumbai (Malad) Role- Wealth Manager
Key Responsibilities:
- Acquire & manage HNI clients.
- Provide advisory on Equity, MF, PMS, AIF, Bonds & Insurance
- Grow AUM and achieve revenue targets
- Conduct portfolio reviews & cross-sell financial products
- Ensure compliance with regulatory guidelines
Education:
- MBA / PGDM in Finance preferred
- CA / CFA (Level I/II/III) preferred
- NISM certifications mandatory
Experience:
- 3–8 years in Wealth Management / Private Banking / Broking
- Proven track record in handling HNI/Ultra-HNI clients
- Robust knowledge of capital markets and investment products
If interested, kindly send your resume to
[email protected] or can call on (phone hidden)
📌 Wealth Manager (Mumbai)
🏢 Skywings Advisors
📍 Mumbai