Wealth Manager

Policybazaar.com

Gandhinagar

On-site

INR 300,000 - 420,000

Full time

6 days ago
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Job summary

Policybazaar.com is hiring for a Global Wealth Manager – NRI & International Markets at GIFT City, Gandhinagar. You will manage NRIs across GCC, UK, US, ANZ and other markets, aligning financial goals with suitable wealth solutions.

The role emphasizes relationship management, portfolio diversification and growth in AUM, with a strong focus on international markets and USD-denominated products. Training will cover global wealth management practices.

Qualifications

  • Graduate / MBA (Finance preferred).
  • Marketing graduates with a strong interest in Finance may also apply.
  • Excellent communication and consultative selling skills.
  • Strong analytical, relationship management & client-handling abilities.
  • High ownership, target orientation, and willingness to learn.

Responsibilities

  • Manage relationships with NRI clients across GCC, UK, US, ANZ and other markets.
  • Understand clients' financial goals and risk profiles.
  • Recommend wealth management and investment solutions.
  • Support portfolio diversification and drive AUM growth.
  • Build long-term client relationships and achieve targets.
  • Stay updated on global financial markets and investment trends.

Skills

Excellent communication
Consultative selling
Relationship management
Client handling
Ownership & target orientation

Education

Graduate
MBA (Finance preferred)

Job description

WE ARE HIRING | GLOBAL WEALTH MANAGER – NRI & INTERNATIONAL MARKETS

Build Your Career in Global Wealth Management!

Are you passionate about financial markets, investment advisory, and relationship management? Join us to work with NRI clients across international markets and explore global investment opportunities through GIFT City.

Location:- GIFT City, Gandhinagar, Gujarat

CTC:- ₹3 LPA – ₹4.2 LPA + Performance-Based Incentives

Key Responsibilities
  • Manage relationships with NRI clients across GCC, UK, US, ANZ & other global markets.
  • Understand clients’ financial goals and risk profiles.
  • Recommend suitable wealth management and investment solutions.
  • Support portfolio diversification and drive AUM growth.
  • Build long-term client relationships and achieve business targets.
  • Stay updated on global financial markets and investment trends.
Eligibility & Skills
  • Graduate / MBA (Finance preferred).
  • Marketing graduates with a strong interest in Finance may also apply.
  • Excellent communication and consultative selling skills.
  • Strong analytical, relationship management & client-handling abilities.
  • High ownership, target orientation, and willingness to learn.
Why Join Us?
  • Exposure to international NRI clientele
  • Training in global wealth management and USD-denominated investment products
  • Career growth in international financial services
  • Competitive fixed compensation + performance-linked incentives
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