Website:
wegrowwealth.in
Job details:
We're Hiring | Wealth Manager & Senior Wealth Manager 📍
Location: Noida, Sector 62
Are you passionate about wealth management and have an established HNI client base? Join our growing team and help clients build long-term wealth through a diverse range of investment solutions.
Key Responsibilities
✅ Acquire and manage HNI/UHNI client relationships.
✅ Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
✅ Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
✅ Drive Demat account acquisition and ensure seamless account opening for new clients.
✅ Understand clients' financial goals and recommend suitable investment strategies.
✅ Achieve monthly AUM, revenue, and client acquisition targets.
Who We're Looking For
✔️Experience in Wealth Management, Private Banking, or Financial Advisory.
✔️Existing HNI/UHNI client base with AUM in crores Preferred
✔️ Strong knowledge of Mutual Funds, PMS, AIF, Unlisted Shares, Private Equity, NCDs, and other investment products.
✔️ Proven track record in client acquisition and relationship management
Click on Apply to know more.