Manager - Wealth Management

Prospurts; Gurugram District; On-site; INR 300,000 - 450,000; Full time

Benefits offered by this job

Opportunity to work in a boutique setup

Collaborate with senior advisors on high-value accounts

End-to-end learning of personal wealth management practices

Job summary

A boutique wealth management firm is seeking an entry-level wealth manager for its Gurgaon office. The ideal candidate will be entrepreneurial and focused on providing personalized financial advice to clients. Responsibilities include understanding financial goals, managing investment portfolios, and engaging in proactive client communications. The role offers opportunities for career development in financial advisory within a collaborative environment.

Qualifications

• Minimum of 0 - 2 years of work experience in wealth and investment field preferred.
• Open to candidates with unrelated fields but with strong interest in wealth and investment.
• Willingness to think and act like an entrepreneur.
• Strong knowledge of MS Excel.
• NISM XA and XB (added advantage).

Responsibilities

• Understand clients' risk appetite and financial goals, and devise suitable asset allocation.
• Develop relationships with new clients and manage their investment portfolios.
• Connect with existing clients for periodic reviews and advise them accordingly.
• Prioritize hyper-personalization for client accounts to build new AUM.
• Track markets and policy actions and discuss in weekly advisor meetings.
• Contribute to strategy and marketing initiatives like Prospurts Wellness Program.

Skills

Efficient communication skills

Strong command over English language

Strong knowledge of MS Excel

Entrepreneurial mindset

Education

NISM XA

NISM XB

Job description

Prospurts is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 925 crore across 400+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate client specific solutions. We take pride in being counter-cultural in the sense that we take a different approach than our industry in most things including an annuity driven approach instead of a transactional business that earns us an upfront income. We aim to bring a holistic impact in our clients’ lives, which is why we also started Prospurts Wellness Program one year ago ensuring physical and mental wellbeing as well.

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth.

Job Description / Responsibilities

• Understand clients’ risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework
• Develop relationships with new clients and conduct meetings to manage their investment portfolios
• Connect with existing clients and prospects for periodic reviews and advise them accordingly
• Prioritise hyper-personalization for all client accounts at all times, aiming to build new AUM and expand and deepen existing client relationships
• Track and analyse capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes. We discuss this actively in weekly advisor meetings
• Develop strong knowledge of existing and potential clients while ensuring business growth opportunities align with the company's investment philosophy
• Contribute to strategy and marketing initiatives like Prospurts Wellness Program. Scope for this can be as wide as one wants

Desired Profile of the Candidate

• Willingness to think and work like an entrepreneur, with the zeal to do meaningful work in financial advisory and wealth management
• Minimum of 0 - 2 years of work experience in the wealth and investment field preferred. Open to candidates with work experience in unrelated fields but with strong interest in wealth and investment field
• Efficient communication skills and a strong command over English language
• Strong knowledge of MS Excel
• NISM XA and XB (added advantage)

What is in it for you?

• Opportunity to work in a boutique setup involving multifaceted assignments
• Opportunity to collaborate with senior advisors on high-value accounts
• End-to-end learning of personal wealth management practices
• Platform to interact with various stakeholders in the industry to deepen your understanding and knowledge
• Runway to kick start your career in the wealth management industry with a long-term view

Location

Prospurts has offices in Gurgaon and New Delhi. This role is specifically for Gurgaon location.

If interested, please share your resume at [e-mail].

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Advice