D.R. Brokers
Website:
drbrokers.in
Job details:
Wealth Manager – HNI Client Relationship | Private Banking Preferred
📍 Chandigarh (On-Site)
💰 ₹30,000 – ₹50,000/month
DR. Shares & Stock Brokers is looking for an experienced Wealth Manager to join our Wealth Management team.
This role is ideal for Relationship Managers from private banks who currently manage affluent, HNI, or priority banking clients and enjoy building long-term client relationships.
Key Responsibilities
• Conduct client meetings and portfolio reviews
• Understand client financial goals and investment needs
• Guide clients on Mutual Funds, SIPs and investment solutions
• Build and manage long-term relationships with clients
• Deliver a high standard of client service
• Coordinate with the Wealth Management team
Ideal Candidate
✔ 4–6 years of experience in Banking / Priority Banking / Wealth Management / Financial Services
✔ Experience handling affluent, HNI or premium banking clients preferred
✔ Excellent English communication and presentation skills
✔ Professional personality and strong client etiquette
✔ Basic understanding of Mutual Funds & SIPs
✔ Strong relationship management and client-handling skills
Professionals from HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, IndusInd Bank, IDFC FIRST Bank, Yes Bank or similar private banking institutions are encouraged to apply.
📍 Preference: Candidates based in Chandigarh, Mohali & Panchkula
Benefits
• Health Insurance
• Mobile & Internet Allowance
• Paid Leaves
• Long-term Career Growth
📧 recruiter@drbrokers.in
📞 70823 77726
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Click on Apply to know more.
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