Wealth Manager

Uppercrust Wealth Pvt. Ltd. is a company founded by Senior Executives of MyAdvisor Finserv & Smartlink Capital Group. We have expertise in creating private wealth for clients and families by providing goal-based and prolific financial solutions. We specialize in designing tailor-made solutions, keeping the goal of the client as a priority. Our team is erudite and experienced in providing robust and innovative solutions to create value for our clients.

"As a Wealth Manager, you have to be confident, have good sales and negotiation skills, and have strong interpersonal and communication skills".

Job Responsibilities -


1. The candidate will be a key member of the Wealth Team.

2. Advising/selling Ultra-high Net worth Clients on various assets

3. Asset allocation, financial planning, and risk management according to client risk profile.

4. Acquiring New clients and business development,

5. Maintaining relationships with existing clients.

6. Client servicing.

7. Review clients' portfolios regularly to find out whether any changes are required

8. Monitor financial market trends to ensure that clients are updated on an important development.

Work Type: Full time, work from Office only.