Senior Wealth Manager

About the job

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994 offering a wide range of financial services and wealth management solutions to institutions, corporations, highnet worth individuals and families. The firm has rapidly expanded its footprint to over 350 locations across India with an international presence in Dubai, Hong Kong & New York.

Role Description

This is a full-time on-site role for a Senior Wealth Manager located in New Delhi. The Senior Wealth Manager will be responsible for managing and growing the wealth management business, acquiring new clients, maintaining relationships, and providing financial advice and solutions tailored to each client's needs.

Qualifications

Strong sales and relationship management skills

Knowledge of wealth management products and services

Experience in financial advisory and wealth planning

Excellent communication and presentation skills

Ability to analyze market trends and provide investment advice

Demonstrated track record of achieving sales targets

Relevant certifications such as CFP, CFA, or MBA in Finance

Minimum 5 years of experience in wealth management or financial servicesRole & responsibilities