10 Nov
|
Provitt Consultants
|
Delhi
10 Nov
Provitt Consultants
Delhi
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 chance 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.
Robust 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 & Professional 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 (Delhi)
🏢 Provitt Consultants
📍 Delhi