SBNRI
Website:
sbnri.com
Job details:
We’re Hiring | Wealth Manager – PMS
Location: Sector 43, Gurgaon | On-site
At SBNRI, we are looking for a Wealth Manager with strong expertise in Portfolio Management Services (PMS) to join our growing Wealth team.
We are looking for someone who understands PMS products, can have meaningful investment conversations with clients, and is excited about building wealth solutions for the NRI community.
What you’ll be doing:
- Understand clients’ financial goals, risk appetite, and investment requirements.
- Guide clients on suitable PMS investment opportunities based on their financial objectives.
- Build strong, long-term relationships with clients and support them throughout their investment journey.
- Work closely with our Research team for portfolio insights and investment recommendations.
- Drive PMS conversations, client engagement, and investment conversions.
- Bring a product mindset and contribute towards making wealth management more digital and seamless.
What we’re looking for:
- 2–6 years of relevant experience in Wealth Management, with strong exposure to PMS.
- Experience in a client-facing wealth or investment advisory role.
- Strong understanding of PMS products, portfolio strategies, and the overall investment ecosystem.
- Ability to build trust and have meaningful investment conversations with clients.
- Experience in the NRI Wealth / Investment space would be an added advantage.
- Proficiency in English, CRM, Excel, and PowerPoint.
- Someone excited about creating an impact and helping transform the NRI wealth management experience.
If PMS and wealth management are your core strengths and you want to build for a large and underserved NRI audience, we would love to hear from you.
Interested candidates can share their resume at: sanskriti@sbnri.com
Click on Apply to know more.
