Senior Wealth Manager/ Consultant

Senior Wealth Manager/ Consultant

Posted by Mid-sized B2B financial analytics firms

Pune

Posted: imported by Jeevika

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The candidate must have proven experience in independent client acquisition and fresh AUM mobilization.Key ResponsibilitiesIndependently acquire HNI / Ultra HNI clientsDrive fresh AUM mobilization through self-sourcing & referralsProvide advisory across MF, PMS, AIF, Bonds & Direct EquityConduct goal-based planning & asset allocationMaintain long-term advisory relationshipsEnsure SEBI / AMFI complianceMandatory Criteria (Profiles without this may not be shortlisted)5+ years in Private Wealth / Wealth ManagementProven AUM mobilization track recordStrong Pune HNI networkAMFI CertifiedCompensationCompetitive fixed + high performance incentivesLeadership growth opportunityRole & responsibilities Preferred candidate profile Role: Investment Banking Associate,Industry Type: Financial Services (Asset Management),Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Investment Banking, Private Equity & VCEducationUG: Any GraduateKey SkillsSkills highlighted with ‘‘ are preferred keyskillsAsset ManagementprivateMutual FundsClient AcquisitionUhniEquityAlternative InvestmentsFinancial AdvisoryAlternate InvestmentHNI Client HandlingRevenue GenerationCapital MarketPrivate Wealth ManagementAIF DistributionInvestment ProductsAbout company About Us: Alpha Capital is a boutique wealth management and family office firm, catering to HNI clients.Company InfoAddress:Gurgaon, GURGAON, Haryana, IndiaBeware of imposters! Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read moreSimilar jobsSenior Wealth ManagerMotilal Oswal Financial ServicesPosted by Credicus Business ServicesPuneCross SellingHNI AcquisitionAUM GrowthWealth ManagementPMSMutual FundsPortfolio ManagementPrivate BankingClient AcquisitionDemat AccountRevenue GenerationRelationship ManagerEquity AdvisoryFinancial PlanningAffluent BankingInvestment AdvisorySIPSeniorRelationship managementPosted 24 Days AgoSenior Wealth ManagerMoneyfrog Financial Services Pvt. 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