Wealth Manager - Individual Contributor 1. Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. 2. Generate leads and develop prospects, network to identify referrals to new clients. 3. Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan. 4. Identify and execute on new business opportunities with existing clients 5. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. 6. Generating minimum of 3X revenue per month (1.5X in the first 12 months).

Any Location

Wealth Manager - HNI Segment  

Wealth Manager - HNI Segment   ,Job Description for Wealth Manager - HNI Segment   in Hireex Consultants in  Any Location for (3-8) years of experience. Apply Now!

Job Description for Wealth Manager - HNI Segment   in Hireex Consultants in  Any Location for (3-8) years of experience. Apply Now!