Prudent Private Wealth
Delhi NCR, UP, Chandigarh, Jaipur – www.prudentprivatewealth.com – 09/11/2021
Salary – 15 to 20 LPA
Job Title
Sr. Wealth Manager
Company Profile
- Prudent Private Wealth is a leading Wealth Management Group in India managing Wealth of Ultra & High Net-worth individuals as well as retail clients for the last two decades through pan India presence.
Job Profile & Responsibilities
- Responsible for business development through the acquisition of ultra high net-worth clients.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for achieving targets based on acquisition and revenue generation through all investment products.
- Analyze client portfolios and make necessary suggestions.
- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Prefered Qualifications
- Preferably CWM.
Desired Candidate Profile
- Minimum 5 years of relevant Experience.
- Existing book and client relationship.
- In depth knowledge of various products of Wealth Management.
- Knowledge of relevant Taxation applicable to the Wealth Management.
- Good Oral and written communication Skills and presentable.
Additional Details
- Should be comfortable moving their set of clients or source it from the open market.
