Website HriZen
Job Purpose:
We are looking for a Wealth Management professional to support Relationship Managers in managing HNI/UHNI clients, providing investment insights, market research, and personalized wealth solutions.
Key Responsibilities:
– Support RMs in managing and engaging with HNI/UHNI clients.
– Conduct fundamental and technical research on equities and investment products.
– Identify and communicate suitable investment opportunities to clients and RMs.
– Help convert dormant clients into active clients through regular engagement.
– Participate in client meetings, regional visits, seminars, and events.
– Prepare research reports, investment summaries, and portfolio performance reports.
– Support financial planning based on client goals and risk profile.
– Track market trends, competitors, products, pricing, and regulatory updates.
– Work with internal teams to ensure smooth and quality client servicing.
Qualification and Experience:
– Graduate/Postgraduate in any discipline.
– 3 – 6 years of experience in Wealth Management / Investment Advisory / Financial Services.
– Strong knowledge of Equity, Mutual Funds, PMS, AIF, Bonds and other investment products.
– Strong analytical, communication, and client-handling skills.
– Experience working with HNI/UHNI clients preferred.
Key Competencies:
Ownership, Customer Focus, Analytical Skills, Adaptability, Compliance, Resilience, and Technology Orientation.
To apply for this job please visit www.iimjobs.com.
Applying? Get your resume ready first: build or download your TCI resume.
