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Wealth Manager | Leading Financial Services Company

Mount Talent Consulting
Vadodara4-11 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
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