Prospurts Wealth

Full Time
Delhi / Gurgaon

Company Name: Prospurts Consulco Pvt Ltd

Company Website:

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.

[email protected]