Wealth Manager
Wealth Manager
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Job Description
Job Title: Private Wealth Manager / Investment Counsellor
Department: Private Wealth
Reporting To: As per department hierarchy
Employment Type: Probation → Permanent
Role Overview:
Responsible for providing investment advice and financial solutions to HNI/UltraHNI clients. Requires expertise in financial markets portfolio management and relationship building. Must uphold company policies and professionalism.
Key Responsibilities:
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Build and maintain relationships with HNI/UltraHNI clients.
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Develop tailored investment strategies based on client goals.
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Provide portfolio updates and market insights.
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Acquire new clients and enhance engagement with existing ones.
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Achieve assigned AUM and revenue targets.
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Participate in client meetings and presentations.
Qualifications:
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Master’s Degree from an accredited institution.
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8 years of experience in investment management or wealth advisory.
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Strong communication analytical and convincing skills.
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Industry certifications as per company policy.
Location: Kerala Madurai Coiombatore Hyderabad
Salary: Best Hike on last CTC
Apply at: mail your CV to : or WA:
Regards
Utprerika Srivastava
Lead Manager HR
Staffiaa Services
Employment Type
Full Time
