Prospurts Wealth

Type:

Full Time

Location:

Delhi / Gurgaon

Description:

Company Name: Prospurts Consulco Pvt Ltd

Company Website: www.prospurts.com

No. of Vacancies: 1

Job Profile & Responsibilities: Senior Manager - Wealth Management

Working with a partner in managing the client accounts.
Understand clients' risk appetite and financial goals and devise suitable asset allocation strategies based on the financial planning framework.
Developing relationships with new clients and conducting meetings to manage the overall investment portfolio.
Connecting with the existing clients and prospects for periodic review and advising them accordingly.
Hyper-personalization is to be prioritised for all client accounts at all times. Aiming to build new AUM and expand & deepen the existing client relationships.
Tracking and analysing the capital markets, macroeconomic indicators, government and central bank policy actions that influence various investment asset classes.

Qualification: CFP/CFA/MBA are preferred.

Desired years of work experience: 2-3 years of experience.

Salary Range: 6 to 8 lakhs.

Hiring Manager Details:

Shobhit Bhasin, CFP. Partner & VP Wealth.