Relationship Manager

Alpha Square Wealth

Paschim Bardhaman

On-site

INR 900,000 - 1,300,000

Full time

14 days+

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Benefits offered by this job

Office cab/shuttle

Health insurance

Provident fund

Annual bonus

Job summary

Alpha Square Wealth, Mumbai-based wealth management firm, seeks a dedicated wealth manager to oversee high-net-worth portfolios and expand the client base. You will provide strategic guidance on mutual funds, PMS and other investment products, ensuring high standards of discretion and client trust.

The role emphasizes building lasting relationships with HNIs, sourcing new high-net-worth clients, and delivering tailored wealth management solutions with professionalism and integrity.

Qualifications

HNIs portfolio management experience inferred from responsibilities.
Client relationship management skills and discretion.
Familiarity with mutual funds, PMS and investment products.

Responsibilities

Manage HNIs' portfolios & wealth through mutual funds, PMS & investment products.
Acquire new clients with high net worth potential.
Handle client relationships with discretion & expertise.

Skills

HNIs portfolio management

Client relationship management

Mutual funds

PMS

Investment products

Education

UG: Any Graduate

Job description

Posted: 3 days ago Openings: 1 Applicants: 19

Responsibilities

Manage HNIs' portfolios & wealth through mutual funds, PMS & investment products
Acquire new clients with high net worth potential
Handle client relationships with discretion & expertise
Manage HNIs' portfolios & wealth through mutual funds, PMS & investment products
Acquire new clients with high net worth potential
Handle client relationships with discretion & expertise

Perks and benefits