We're Hiring | Client Relations – Wealth Management? Location: Hyderabad
? CTC: Up to ₹10 LPA
? Employment Type: Full-time, Permanent
⏳ Notice Period: Maximum 1 month
? Education: Postgraduate / MBA in Finance or a related field
Job DescriptionWe are looking for a dynamic and client-focused professional for the role of Client Relations – Wealth Management with experience in wealth management or financial advisory.
Key Responsibilities:
- Financial Markets: Develop in-depth knowledge of Pre-IPO investments, unlisted shares, and wealth management services.
- Client Advisory: Assist High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (Ultra-HNIs) in making strategic investment decisions aligned with their financial goals.
- Business Development: Identify potential clients, pitch investment opportunities, and expand the client base.
- Portfolio Management: Help clients structure and optimise investment portfolios, focusing on risk management and long-term wealth creation.
- Investment Research: Stay updated on market trends, investment opportunities, and wealth management strategies.
- Client Relationship Management: Build and maintain strong client relationships through regular communication, portfolio reviews,
and personalised investment insights.
- Compliance & Governance: Ensure adherence to applicable SEBI regulations and NISM certification requirements.
- Reports & Presentations: Prepare investment proposals, financial reports, and presentations for clients.
Qualifications & Skills
- Education: Postgraduate / MBA in Finance or a related field.
- Certifications: NISM Series 10A and 10B certifications preferred.
- Experience: Proven experience in wealth management or financial advisory.
- Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.
- Soft Skills: Excellent communication, negotiation, analytical, and relationship management skills.
- Industry Knowledge: Strong understanding of financial markets, investment strategies, and regulatory frameworks.
Compensation & Benefits
- CTC up to ₹10 LPA, depending on experience and suitability.
- Full time, permanent employment opportunity.
? Interested candidates can apply by sharing their updated resume at:
Pooja Mahesh Darade
Hiring Wings Consultancy
? Email:
[email protected]
? Contact: +91 (phone hidden)
Know someone suitable? Feel free to share this opportunity with them!
📌 Client Relations- Wealth Manager (Hyderabad)
🏢 HIRING WINGS CONSULTANCY
📍 Hyderabad