Private Wealth Management(NBFC) Banking and NBFC job
Banking and NBFC job
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Kerala
Skills: Wealth management, Investment Management, Client Relationship Management, Financial Goals, Portfolio Management, Client Acquisition, Risk Appetite, Market Trends Analysis, Revenue Targets
About Banking And NBFC Job
Job Description
Hiring: Wealth Manager HNI/UHNI Clients( RM to Zonal Head) Location: PAN India Company: NBFC client Experience: 5+ Years Were looking for an experienced Wealth Manager to manage and grow relationships with HNI/UHNI clients by offering personalized investment solutions. Key Responsibilities: Manage portfolios and build long-term client relationships Provide tailored investment strategies based on financial goals and risk appetite Regularly review portfolio performance and market trends Acquire new clients and increase wallet share of existing ones Meet AUM and revenue targets in the assigned region Requirements: MBA (Top B-School preferred); CFP/CWM/NISM a plus 5+ years in wealth/investment management Excellent communication & client management skills Proven track record with HNI/UHNI portfolios Apply now or share your profile at [Insert Email].,