- We are seeking experienced Wealth Managers s to join our team. - The ideal candidates should have extensive knowledge of financial markets and a broad range of investment products across asset classes. Key Responsibilities: - Client Acquisition & Business Development: Develop and manage relationships with ultra-high net worth individuals (UHNIs). - Investment Advisory: Analyse client financial needs and risk appetite to provide tailored investment solutions, including Mutual Funds, PMS, Bonds, Structured Products, Equity, AIF, Real Estate, Life & General Insurance. - Portfolio Management: Conduct comprehensive financial planning and asset allocation to optimize client portfolios. - Revenue Generation: Achieve acquisition and revenue targets through strategic financial solutions. Requirements: - Experience: Minimum 4-6 years for Wealth Managers - Financial Expertise: Deep understanding of wealth management products and asset classes. - Taxation Knowledge: Awareness of relevant taxation laws affecting wealth management. - Communication Skills: Strong oral and written communication abilities. - Client Base: Established client relationships are preferred.

Noida

Wealth Manager - Banking 

Job Description for Wealth Manager - Banking  in Talentiser Pvt Ltd. in  Noida for (4-10) years of experience. Apply Now!