FOR QUICK RESPONSE, SHARE YOUR RESUME IN WHATSAPP: Share on WhatsApp- We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.
- The role involves offering end to end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long term relationship building.
- Acquire new HNI/UHNI clients through cold calling, networking, references and market mapping.
- Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds , Unlisted Shares, Mutual Funds and Insurance.
- Advice Clients on suitable wealth products based on their financial goals, risk appetite investment horizons
Graduate or postgraduate in Finance, Commerce or related field
Age upto 46
3-6 years of experience in wealth management or Private banking
Certificates such as NISM VA,NISM XA/XB or CFP are a plus
CTC Upto 16 L/A
Designation – Wealth Manager
Kochi- 6
Interested candidates immediately Apply with your updated resume. Also please share this job link with your friends.
For more details, you can call Vaishnavi @ 9895678912 OR Mail your resume to: vaishnavi@alligoric.com Whatsapp your resume here: Share on WhatsApp