Wealth Manager - Sales & Marketing

Salary offered : 10-15 LPA

Urgent Vacancy for the position of Wealth Manager

Qualification - CA /CFA/MBA

Company Name -Ladderup Wealth Management Private Limited

Location - Bandra (E), Mumbai

Key Responsibilities :

- Manage HNI Clients- Wealth portfolios.

- should be ready to work on targets & improving overall organizational profit & productivity.

- Distribution of wealth products like PMS, Mutual Funds, Insurance, Real Estate, etc.

- Provide customized & optimal solutions to clients.

- Relationship Manager for key partners across Private Banks, National Distributors and Large Individual Financial Advisors.

- B2b sales

- Manage equity portfolio for HNI clients with minimum investment

- Strong understanding of capital markets

Skills/Experience -

- Should have Experience /Worked as Wealth Manager in Wealth Management Company

- 4+ years of experience

- Strong financial analysis, valuation and modeling skills

- Excellent written and oral communication skills

- CFA/MBA preferred