Urgent opening For Wealth Manager

Ace Skills Edutech

2 - 5 Years
8 Openings
Not Disclosed
Hyderabad
+6 Ahmedabad, Vadodara, Nagpur, Pune, Chennai, Kolkata
Posted 2 days ago
Face-to-Face interview

Key Skills

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition

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Job Description

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/Pune

We are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.

Job Responsibilities:

Client Relationship Management.

Investment Advisory.

Wealth Planning and Financial Advisory.

Portfolio Management

Product Expertise

Client Education and Communication

Compliance and Regulatory Oversight

Performance Tracking and Reporting

Team Leadership and Collaboration

Key Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accounts

Industry: Financial Services

Gender: Open

Experience: 2 to 5 years

Job Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/Pune

Working Days: 6 days

Qualification: Bachelor's degree in Finance, Economics, or related field

Notice Period: Immediate to 30 days

Relocation candidates: No

Experience2 - 5 Years
No. of Openings8
EducationProfessional Degree, B.Com
RoleWealth Manager
Industry TypeBanking / Financial Services / Stock Broking
Gender[ Male / Female ]
Job CountryIndia
Job TypeWork from Office

About Ace Skills Edutech

Established in 2003, Ace Skills Edutech is a reputed organization in Hyderabad (Telangana) specializing in talent management solutions, skill development, business transformation, and business process outsourcing services.

As a leading talent management solution provider in Hyderabad, we help companies recruit and develop a workforce that is highly productive and likely to stay with them long-term. Through our effective solutions, We help improve the overall performance of the business and ensure that it remains profitable.

We are proud to consistently deliver skill development services with years of trust, enriching relationships, and sustainability. We are a leading skill development company in Hyderabad. We specialize in technical and soft skill development, which makes an individual a complete professional. Our solutions give sustainable advantages that elevate the business performances of our clients. Each business has specific requirements for skill development in terms of technology and behavior, which are crucial for the organization's growth. We have the best trainers on board for technical and behavioral skills. Our professionals have a thorough knowledge of the industry and are dedicated to delivering the best to clients.

We are also known for our business transformation services. We help organizations make effective changes in their workforce, processes, and technology. These transformations help companies compete more effectively and become more efficient. Our business transformation solutions are designed to boost the overall performance of businesses while increasing revenue, lowering operating costs, bettering workforce productivity, and ensuring customer satisfaction.

Ace Skills Edutech is a leading BPO outsourcing company in Hyderabad, offering the best business process outsourcing services. We cater to various activities such as call center operations, data entry, finance, IT, market research, HR activities, etc. We help our clients avoid any worries outside their core competency. We empower our clients with our top-notch business process services and operational proficiency.

We offer meaningful solutions and services to numerous clients across all industries, including insurance, BPO, finance, engineering, pharmaceutical, sales & marketing, manufacturing, IT, medical, education, automobile, and more. Our comprehensive network, professionalism, structured processes, and strong work ethic ensure we remain ahead of others.