13 Nov
|
Provitt Consultants
|
Delhi
13 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!
Employment Type: Full-Time || In office
Immediate Joiners (Preferred)
Acquiring recent 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.
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.
Self-driven, target-oriented, and passionate about financial markets and wealth creation.
Attractive Fixed Salary + Bonus
Continuous Learning & Professional Development
Career Growth and Advancement Opportunities
Collaborative, Supportive & Entrepreneurial Work Culture
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📌 Wealth Management Consultant (Delhi)
🏢 Provitt Consultants
📍 Delhi