Wealth Manager

YourMoneyWise; Bengaluru; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

YourMoneyWise in Bengaluru, India is seeking an experienced Wealth/Investment Advisor to develop and manage relationships with high-net-worth individuals and corporate clients. You will tailor investment solutions with a focus on mutual funds and build trust through clear communication and strong relationship-building skills.

An MBA in Finance or NISM XA/XB certification and a proven sales track record are essential.

Qualifications

• MBA in Finance or equivalent certification (NISM XA & XB).
• Proven track record in sales and client acquisition.
• Deep knowledge of mutual funds and investment strategies.
• Excellent communication and relationship-building skills.

Responsibilities

• Develop and manage relationships with high-net-worth individuals and corporate clients.
• Provide tailored investment solutions focusing on mutual funds.

Skills

Sales

Client acquisition

Relationship-building

Communication

Education

MBA in Finance

NISM XA & XB

Job description

Bangalore, India Full Time 18.0-30.0 LPA 5-10 years

Description

Develop and manage relationships with high-net-worth individuals and corporate clients. Provide tailored investment solutions, primarily focusing on mutual funds.

Requirements

• MBA in Finance or relevant certification (NISM XA & XB)
• Demonstrated track record in sales and client acquisition
• Deep knowledge of mutual fund products and investment strategies
• Exceptional communication and relationship-building skills