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.