NRI Wealth Manager

SBNRI; Gurugram District; On-site; INR 700,000 - 1,200,000; Full time

Job summary

SBNRI is seeking a Wealth Manager in India to gain a deep understanding of clients' financial objectives and craft strategic recommendations tailored to the India market. You will build strong relationships with clients.

You will be supported by Service RMs handling pre- and post-investment processes; a product-minded, digitally oriented professional with NRI wealth experience is highly valued.

Qualifications

• 2–3 years of relevant wealth/wealth-tech experience in a client-facing role.
• Understanding of financial products such as PMS, AIF, Mutual Funds, Bonds, Structured Products (at least one).
• Product mindset and ability to digitise processes.
• Experience in NRI Wealth/ Investments space is an advantage.
• Proficiency in English, CRM, Excel and PowerPoint.

Responsibilities

• Understand clients' financial objectives and create strategic recommendations for the India market.
• Build strong relationships with clients to understand needs and deliver tailored solutions.
• Collaborate with Service RMs who assist with pre- and post-investment processes.

Skills

English proficiency

CRM

Excel

PowerPoint

Product mindset

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 2-3 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 in English, CRM, Excel and PPT.