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FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Manager / Senior Manager (Wealth Management)

Type:
Full Time
Location:
NCR at Gurgaon
Description:

Company Name : Prospurts

Job Title : Manager / Senior Manager (Wealth Management)

Positions : 2

Job Description / Responsibilities

  • Understand the client's risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework.
  • Develop relationships with new clients and conduct meetings to manage their investment portfolios.
  • Connect with existing clients and prospects for periodic reviews and advise them accordingly.
  • Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships.
  • Track and analyse the capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes.
  • Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy.
  • Work closely with a senior advisor in managing client accounts.

    Desired Profile of the Candidate

  • Self-starter
  • Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management.
  • Minimum of 1-3 years of work experience in the wealth and investment field.
  • Efficient communication skills and a strong command of the English language.
  • Strong knowledge of MS Excel.
  • CFP preferred.
  • NISM XA and XB (added advantage).
  • Strong flair for investment advisory and well-informed about the financial markets and the economy.

    What is in it for you?

  • Opportunity to work in a boutique setup involving multifaceted assignments.
  • Opportunity to collaborate with senior advisors on high-value accounts.
  • End-to-end learning of personal wealth management practices.
  • Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge.

Salary Range : ₹6–10 LPA

Share your resume with email subject line – “Ref” FPSB India”

Hiring Manager Details:

Shobhit

shobhit@prospurts.com