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SENIOR WEALTH MANAGER

Randstad·Chandigarh

Pay not stated6–15 yrsFull-time
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About the role

This is a full-time on-site role for a Senior Wealth Manager at WealthVault Research and Analytics Pvt. Ltd. in Chandigarh. The Wealth Manager will be responsible for financial planning, investment management, managing investments, overseeing finances, and providing insurance planning services to clients.

What you'll do

  • Client Acquisition & Business Development
  • Onboarding & Fresh InvestmentsAUM Management & Growth
  • Portfolio DiversificationClient Relationship Management & Servicing
  • Quarterly Client MeetingsContinuous Learning & Knowledge Enhancement
  • Product KnowledgeEthical Sales Practices & Data Security

What you need

  • 6–15 years in finance, audit & banking
  • MIS reporting
  • CFA
  • Cross-selling
  • Sales
  • Insurance
  • Business development
  • CFA or B.Com or MBA

What you get

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