Website Synergy HR Consultancy
Synergy Hr consultancy is looking to hire RM Wealth across Pan India
Experience: 8+ years in Wealth Management with an existing client book.
Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention
Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management
Responsibilities:
– Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth
– Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
– Candidate will be responsible for building AUM in products like Mutual Funds – Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
– Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
Well verse with Equity , MF, PMS , AIF , Structured Product
Compensation: Upto 40 lacs plus bonuses
This is a Standalone Position , No Team will be provided
To apply for this job please visit www.iimjobs.com.
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