Wealth Manager

3 - 5 Years
Bengaluru

Job Description

Role & Responsibilities

  • Assist the company in building a sound customer base for wealth management services
  • Be responsible for building long term assets and revenue lines by providing unbiased advisory and execution support to clients
  • Maintain exceptionally high levels of client service and engagement
  • High levels of integrity and client-first approach is a must

Desired Skills and Experience

  • Thorough understanding of underlying principles governing wealth advisory i.e. asset allocation, efficient frontier, modern portfolio theory et al
  • Thorough understanding of all asset classes and mutual funds
  • An understanding of other investment products will be preferable
  • Should currently be managing a book size / AUM of 40-60 cr, predominantly across mutual funds, PMS products and structured notes
  • Relevant experience of AT LEAST 3-5 years
  • Should have a sharp eye for revenue and advisory
  • Knowledge of income tax will be an added advantage
  • Good communication skills
  • Personality traits as required by the role

Salary: INR 6,00,000 - 9,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

BSS BUSINESS CONSULTANCY PRIVATE LIMITED

We are immediately hiring for Wealth Manager Position for one of our esteemed client
View Contact Details+

Recruiter Name:Neepen

Contact Company:BSS BUSINESS CONSULTANCY PRIVATE LIMITED

Telephone:8884052920

Address :87, 2ND CROSS 5TH BLOCK, KORAMANGALA, Bengaluru, (Bangalore) Urban, Karnataka, 560095, BANGALORE, Karnataka - 560095,India

Website:http://www.bangaloresecretary.com