Wealth Manager

Promore Broking; Mumbai Suburban, Ahmedabad District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Promore Broking Private Limited is seeking a dynamic Wealth Manager to manage high-net-worth and retail client portfolios and grow assets under management. You will build long-term relationships while ensuring regulatory compliance and adherence to financial guidelines.

Based in Mumbai with opportunities across all areas, the role focuses on delivering tailored wealth strategies, managing risk, and collaborating with a client-centric team to achieve persistent growth and client satisfaction.

Qualifications

• UG: B.Com in Banking and Bank Management, Account And Finance.
• Knowledge of wealth management concepts is a plus.
• Strong client-facing communication skills.

Responsibilities

• Manage high-net-worth and retail client portfolios to meet financial goals.
• Grow assets under management while maintaining compliance.
• Develop and nurture long-term client relationships.

Education

B.Com in Banking and Bank Management, Account And Finance

Job description

Wealth Manager

We are seeking a dynamic and client-focused Wealth Manager to manage high-net-worth and retail client portfolios. growing assets under management (AUM) and building long-term relationships while ensuring regulatory compliance.

Role Category: Trading, Asset & Wealth Management

Education

UG: B.Com in Banking and Bank Management, Account And Finance

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Promore Broking Private Limited is a part of the Promore Group, a diversified financial services organization focused on wealth management, investment advisory, broking, insurance, financial planning, and strategic advisory services

Bhubaneswar, Chandigarh, Ahmedabad, Rajkot, Jaipur, Surat, Delhi / NCR, Raipur, Vadodara

New Delhi, Ahmedabad, Mumbai (All Areas)