MOMount Talent Consulting
Wealth Manager | Leading Financial Services Company
Vadodara ₹4-11 LPA Posted 29 May 2025
FULL TIME
Portfolio Management
Investment Advisory
Wealth Management
Hni Acquisition
Relationship Management
Job Description
Role Responsibilities:
- Acquire and manage HNI clients with tailored investment solutions
- Deepen client relationships through cross-selling and portfolio diversification
- Stay updated on market trends and regulations impacting client portfolios
- Collaborate with internal teams to deliver compliant and effective investment advice
Job Requirements:
- Graduate or Postgraduate in any discipline
- 3–6 years of experience in wealth management or HNI relationship handling
- Strong financial product knowledge across asset classes
- Excellent networking, communication, and client management skills