Hi,
We are hiring for one of the financial services.
Location- Mumbai (Malad)
Role- Wealth Manager
Key Responsibilities:
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Acquire & manage HNI clients.
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Provide advisory on Equity, MF, PMS, AIF, Bonds & Insurance
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Grow AUM and achieve revenue targets
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Conduct portfolio reviews & cross-sell financial products
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Ensure compliance with regulatory guidelines
Education:
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MBA / PGDM in Finance preferred
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CA / CFA (Level I/II/III) preferred
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NISM certifications mandatory
Experience:
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3–8 years in Wealth Management / Private Banking / Broking
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Proven track record in handling HNI/Ultra-HNI clients
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Solid 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