09 Nov
|
Provitt Consultants
|
Dwarka
09 Nov
Provitt Consultants
Dwarka
? WE'RE HIRING | WEALTH MANAGER | DELHI ?
Are you passionate about wealth creation, building meaningful client relationships, and helping people make smarter financial decisions? Your next career opportunity awaits!
Provitt Consultants, a SEBI Registered Investment Advisor (RIA), is expanding its Wealth Management team, and we're looking for ambitious, client-focused professionals to join us as Wealth Managers in Delhi.
If you have a flair for financial advisory, a strong understanding of investments, and the ability to build lasting relationships with HNI and affluent clients, we'd love to connect with you!
? Location: Dwarka, Delhi
? Employment Type: Full-Time || On-Site
⚡ Joining: Immediate Joiners (Preferred)
? WHAT WILL YOU BE RESPONSIBLE FOR?
- Managing and strengthening relationships with existing HNI and affluent clients.
- Acquiring new clients through referrals, networking, and business development.
- Understanding clients' financial goals and providing holistic wealth management solutions.
- Conducting portfolio reviews and recommending suitable investment strategies.
- Advising and supporting clients across Mutual Funds, Equities, Insurance, Retirement Planning, Tax Planning,
and Estate Planning.
- Collaborating with internal investment and advisory specialists to deliver comprehensive financial solutions.
- Building long-term client relationships through proactive engagement and regular portfolio reviews.
? WHO ARE WE LOOKING FOR?
✔ Experience in Wealth Management, Financial Advisory, Banking, or Financial Services.
✔ Strong relationship management, communication, and client acquisition skills.
✔ Good understanding of Mutual Funds, Capital Markets, and Financial Planning.
✔ NISM Certification – Mandatory.
✔ CFP / CWM Certification – Preferred.
✔ Self-driven, target-oriented, and passionate about financial markets and wealth creation.
✔ Must have a personal laptop.
? WHY JOIN PROVITT CONSULTANTS?
? Attractive Fixed Salary + Bonus
? Insurance Benefits
? Continuous Learning & Career development
? Career Growth and Advancement Opportunities
? Collaborative, Supportive & Entrepreneurial Work Culture
- ? Opportunity to work with HNI clients and build expertise in holistic wealth management.
📌 Wealth Manager (Dwarka)
🏢 Provitt Consultants
📍 Dwarka