Senior Manager - Wealth Management

YOE: 2-5 YRS

LOCATION: Gurugram

About Prospurts:

Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 850 crore across 600+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper- personalized plan-based approach to curate client specific solutions.

We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients' lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth.

Job Description/Responsibilities:

- Understand clients' risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework

- Develop relationships with new clients and conduct meetings to manage their investment portfolios

- Connect with existing clients and prospects for periodic reviews and advise them accordingly

- Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships

- Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings

- Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy

- Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants

Desired Profile of the candidate:

- Minimum of 2-4 years of relevant work experience

- Good understanding of financial markets and investment products

- Self Starter

- Willingness to think and work like an entrepreneur with zeal to do meaningful work in the field of financial advisory and wealth management.

- Efficient communication skills and strong command over the English language.

- Strong knowledge of MS - Excel.

- CFP/CFA/MBA/PG/CA preferred.

- NISM XA and XB (added advantage).

- Having a strong flair for investment advisory and is well informed on the financial markets and the economy.

What is in it for you?

- Opportunity to work in a boutique set up entailing multi faceted assignments.

- Opportunity to work with senior advisors in high value accounts.

- End to end learning of personal wealth management practice.

- Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.