Wowjobs
Website:
wowjobs.biz
Job details:
About Company : India's leading financial services organizations, offering a comprehensive range of wealth management, lending, and investment solution.
Location: Mumbai /Hyderabad/Kolkata
- About Position: Investment Advisor-Wealth
- Looking for experienced Investment Advisor to support Wealth Relationship Managers in delivering comprehensive investment solutions to HNI/UHNI clients. The role involves providing product expertise, investment advisory, portfolio reviews, and driving revenue through the sale of investment products.
Key Accountabilities
- Client Engagement & Relationship Management
- Market Research & Investment Advisory
- Financial Planning & Portfolio Support
- Stakeholder Collaboration & Team Support
Candidate Profile:
- 3–8 years of experience in Wealth Management, Private Banking, or Investment Advisory.
- Strong knowledge of investment products including Mutual Funds, PMS, AIFs, Bonds, and Fixed Income.
- Experience working with HNI/UHNI clients.
- Excellent communication, presentation, and relationship management skills.
�� Interested candidates can apply or share relevant references at:
pooja.saini@wowjobs.biz | �� +91 97589 11444
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