Senior Manager - Wealth Management

Prospurts; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Opportunity to collaborate with senior advisors

End-to-end learning of personal wealth management practices

Flexible assignments in a boutique setup

Job summary

Prospurts, a wealth management firm in Bengaluru, is seeking a Wealth Manager to help clients achieve long-term financial goals. The role involves understanding clients' financial needs, managing investment portfolios, and providing personalized advice.

Ideal candidates should have 2-4 years of experience, a strong understanding of financial markets, and effective communication skills. The company offers significant opportunities for career growth and collaboration with senior advisors.

Qualifications

• Minimum of 2-4 years of relevant work experience.
• Good understanding of financial markets and investment products.
• Strong command over the English language.

Responsibilities

• Understand clients’ risk appetite and devise asset allocation strategies.
• Develop relationships with new clients and manage their investment portfolios.
• Conduct periodic reviews and advise clients accordingly.

Skills

Communication skills

Financial market understanding

MS-Excel

Entrepreneurial thinking

Education

CFP/CFA/MBA/PG/CA preferred

Job description

Prospurts is a wealth management firm based out of Delhi NCR, Mumbai and Bangalore. We started in 2015 and currently manage more than INR 950 crore across 425+ 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

• Minimum of 2-4 years of relevant work experience
• Good understanding of financial markets and investment products
• Willingness to think and work like an entrepreneur with zeal to do meaningful work in the field of financial advisory and wealth management.
• Efficient communication skills and strong command over the English language.
• Strong knowledge of MS-Excel.
• CFP/CFA/MBA/PG/CA preferred.
• NISM XA and XB (added advantage).
• Having a strong flair for investment advisory and is well informed on the financial markets and the economy.

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

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