Prudent Private Wealth

Delhi NCR, UP, Chandigarh, Jaipur – – 09/11/2021

Salary – 5 to 15 LPA

Job Title

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.

Preferred Qualifications

  • Preferably CWM.

Desired Candidate Profile

  • Existing book and client relationship.
  • Minimum 3 years of relevant Experience.
  • 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.
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