Wealth Manager - Gurgaon

Position - Wealth Manager

Location- Gurgaon

Notice Period- Max 30 Days

Roles and Responsibilities:

Build and maintain strong relationships with client to understand their financial

goals, risk tolerance, and investment preferences.

Identify and pursue opportunities to expand the firm's client base and grow assets

under management. Cultivate relationships with prospective clients and referral

sources through networking, seminars, and other marketing initiatives.

Prepare and deliver regular performance reports and investment reviews to clients,

providing insights and recommendations to support their financial goals.

Provide ongoing guidance and support to help clients navigate changes in their

financial circumstances and adapt their investment strategies accordingly.

Collaborate with internal teams, in cluding investment analysts, and compliance, to

provide comprehensive wealth management sol utions to clients.

Requirements:

Proven experience in wealth management, financial planning, or investment

advisory roles, with a track record of successfully managing client relationships and

portfolios.

Ability to work collaboratively with internal teams and external partners to deliver

exceptional client service and achieve business objectives .

High level of professionalism, integrity, and discretion when dealing with

confidential client information.

Strong networking and business development skills, with the ability to identify and

capitalize on opportunities to grow the business.

Please share your profile at [Confidential Information] or WhatsApp at 9650754165