Wealthy.in - Assistant Vice President/Vice President - Private Wealth Partner - Wealth Management

Private Wealth Partner

Role : VP/AVP - Wealth Management, Wealthy.in

Location : HSR Layout, Bengaluru

WHY?

Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest.

HOW are we solving?

By aligning the goals of the Wealth Partners with the client. They get :

a. Empowered to offer the best solutions to clients

b. 50% of excess revenue over 2x of CTC.

WHO are we? WHOM are we searching?

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 100 products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7 million from investors in companies like Ola, PolicyBazaar, Swiggy, Meesho, and others.

We are looking for confident professionals with :

- Preferably 8+ years of experience in selling financial products

- Experience in banks, securities, or wealth management firms

- Entrepreneurial mindset with a strong client network

WHAT is the job?

- Acquiring and onboarding new clients on the wealthy platform

- Managing client portfolios and driving business goals

WHAT we offer?

We will treat you like an entrepreneur. This is a role of limitless growth potential with the opportunity to do your best work.