Wealth Manager (Dwarka)

Wealth Manager (Dwarka)

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

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