Wealth Management Consultant
19 hours ago
We are Nuvama Investment Advisors Private Limited, a leading provider of wealth management services. Our team is dedicated to delivering exceptional client experiences and creating long-term value for our clients.
Job Summary
We are seeking an experienced Wealth Management Consultant to join our UHNI (Ultra High Net Worth Individual) Client Services team. The successful candidate will be responsible for managing relationships with high net worth clients, providing tailored investment solutions, and delivering exceptional customer service.
About the Role
This is a fantastic opportunity for a skilled and motivated individual to take their career to the next level. As a Wealth Management Consultant, you will work closely with our clients to understand their financial goals and develop customized investment strategies to achieve them. You will also be responsible for identifying new business opportunities and building strong relationships with existing clients.
Responsibilities
- Manage relationships with UHNI clients, providing tailored investment solutions and exceptional customer service.
- Develop and implement customized investment strategies to meet clients' financial goals.
- Identify new business opportunities and build strong relationships with existing clients.
- Collaborate with internal stakeholders to ensure seamless delivery of services to clients.
Requirements
To be successful in this role, you will need to have:
- A minimum of 10 years of experience in wealth management or a related field.
- Strong knowledge of capital markets, asset classes, and investment products.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- A proven track record of success in sales and business development, with a focus on UHNI clients.
What We Offer
In return for your hard work and dedication, we offer a competitive salary of ₹2.5 Crore per annum, along with a range of benefits including health insurance, retirement savings, and paid time off. We are committed to supporting your career growth and development, with opportunities for training and professional development.
Contact Information
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