AVP/ SR Manager For Wealth Management Company in Connaught Place

Capital Placement Services; Singapore; On-site; SGD 1,600,000 - 3,000,000; Full time

Job summary

A leading wealth management company is seeking an experienced AVP/SR Manager based in Singapore to drive client acquisition and provide comprehensive financial planning solutions. The ideal candidate will have 10-20 years of experience, professional qualifications, and a solid understanding of financial markets.

Qualifications

• Experience of 10-20 years in relevant fields.
• NISM qualification preferred for transaction execution.
• Strong knowledge of financial products and regulatory requirements.

Responsibilities

• Identify, prospect, and acquire new clients.
• Understand clients' financial goals and provide tailored solutions.
• Facilitate transaction execution ensuring compliance with regulations.

Skills

Client Acquisition

Financial Planning

Sales

Stock Market

Education

Professional Degree

Job description

AVP/ SR Manager For Wealth Management Company in Connaught Place

• Location: Delhi NCR, Gurgaon
• Position: AVP/ Sr. Manager for Wealth Management Company in Connaught Place, New Delhi
• Salary: 18-30 LPA

Key Responsibilities

1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.
2. Financial Planning: Understand clients' financial goals, risk tolerance, and investment objectives to provide tailored solutions.
3. Product Knowledge: Stay updated on financial markets, products, and regulatory requirements to offer informed investment advice generated by in-house technical and fundamental research teams.
4. Sales and Relationship Management: Build and maintain strong relationships with clients, providing excellent customer service and ensuring client retention.
5. Transaction Execution: Facilitate buying and selling of securities, either personally (if NISM qualified) or through certified dealers, ensuring compliance with regulatory requirements.

If you are interested, please share your CV at hidden_email. Contact: hidden_mobile.

Experience: 10 - 20 Years

Salary Range: 16 Lac to 30 Lac P.A.

Industry: Financial Services / Banking, Investments / Insurance / Stock Market / Loans

Qualification: Professional Degree

Key Skills: AVP & Branch Head, Stock, Sales, Stock Market

Recruiter Details

Capital Placement Services

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