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Private Wealth Role - BFSI (6-21 yrs)

6-21 years

Private Wealth Role - BFSI (6-21 yrs)

WowJobs

posted 1mon ago

Job Role Insights

Flexible timing

Key skills for the job

Job Description

Job Responsibilities:

- Manage relationships with ultra HNI's

- Acquire new relationships and build networks across the wealth ecosystem

- Build internal & external partnerships to grow the practice

- Conceptualize and execute initiatives required to grow the practice

- Asset allocation analysis & Financial Planning

- Advising clients on suitable investment ideas

Desired Candidate Profile:

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal and people skills

- Should have the DNA for client centricity and quality

- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player


Functional Areas: Other

Read full job description

What people at WowJobs are saying

What WowJobs employees are saying about work life

based on 5 employees
50%
100%
100%
100%
Flexible timing
Monday to Friday
No travel
Day Shift
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WowJobs Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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