About the Role
Job Description -
- As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.
- You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.
- The person who is passionate to disrupt NRI space should definitely apply.
- Min 1-2 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.
- Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.
- A product mindset - understanding of how processes can be digitised.
- Experience in NRI Wealth/ Investments space would be an advantage.
- Proficiency...
- As the Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.
- You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.
- The person who is passionate to disrupt NRI space should definitely apply.
- Min 1-2 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.
- Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.
- A product mindset - understanding of how processes can be digitised.
- Experience in NRI Wealth/ Investments space would be an advantage.
- Proficiency...
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