Wealth Manager Job

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Actively hiring
Wealth Manager

Surat

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,60,000 - 6,50,000 ₹ 2,60,000 - 6,50,000 /year
Experience
0-5 years
0-5 years experience
Apply By
1 Jul' 23
Posted 3 weeks ago
Job

About the job

Key responsibilities:

1. Procuring potential/target clients through networking, database, market analysis, callings, and references
2. Acquiring preferred clients (HNI/Ultra HNI)
3. Coordinating with AMC and the research team to taking investment decisions for the clients
4. Researching, investigating, and updating themselves on available investments
5. Advising HNI/ultra HNI clients on their investments and managing their overall financial portfolio

Skill(s) required

Marketing

Who can apply

1. Those who are from or open to relocate to Surat

Other requirements

Strong knowledge of financial markets investments and portfolio management

Excellent communication and interpersonal skills

Ability to develop and maintain relationships with clients

Strong analytical and problem-solving skills

Ability to work independently and as part of a team

Proficiency in Microsoft Office Suite and other financial software

Bachelor's degree in finance, economics, or a related field

NISM (PMS) certification is preferred

Minimum of years of experience in a similar role/industry

Salary
Duration: 4 months
Salary during probation: ₹20,000 /month
After probation:

Annual CTC: ₹ 2,60,000 - 6,50,000 /year

Annual CTC breakup:

1. Fixed component: 65%

2. Variable component: 20%

3. Other incentives: 15%

Perks

Free snacks & beverages

Number of openings

5

About Mehta Wealth

Mehta Wealth is a leading premium wealth management firm that specializes in portfolio management services (PMS) in South Gujarat. We are the only company to exclusively offer bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources backed by a culture of teamwork and excellence. Our mission is to provide our clients with the highest quality of service and advice to help them achieve their financial goals.
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Hiring since May 2023
1 opportunity posted
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