Senior Wealth Manager

Moneyfrog; Navi Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Moneyfrog in Navi Mumbai is seeking a Wealth Manager to manage and grow a portfolio of HNI clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.

You will build strong client relationships, advise on mutual funds, equities, bonds, insurance, and other products, conduct portfolio reviews and risk assessments, onboard new

Qualifications

• Client-facing financial advisory skills
• Portfolio growth mindset
• Market awareness and regulatory literacy

Responsibilities

• Build and maintain strong relationships with HNI clients.
• Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
• Conduct regular portfolio reviews and risk assessments.
• Identify and onboard new clients to expand the business portfolio.
• Offer customized investment and financial planning solutions.
• Stay updated on market trends, financial products, and regulatory changes.

Job description

Role Overview:

Wealth Manager will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.

Key Responsibilities:

• Build and maintain strong relationships with HNI clients.
• Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
• Conduct regular portfolio reviews and risk assessments.
• Identify and onboard new clients to expand the business portfolio.
• Offer customized investment and financial planning solutions.
• Stay updated on market trends, financial products, and regulatory changes.