E
Posted 20 hours ago
Wealth Management Professional
Emkay GlobalWealth Management Professional
Requirements
8–12 years experience, Postgraduate or MBA, Financial advisory expertise, Client engagement capabilities
Skills
Finance
About the role
Responsibilities
- Acquire and engage high-value clients with investable surpluses of ₹1 Cr to ₹5 Cr and above
- Lead comprehensive financial planning and portfolio advisory services
- Execute and monitor wealth solutions including PMS, AIF, Mutual Funds, Fixed Income, and Alternate Investments
- Manage ongoing client interactions and ensure timely delivery of investment reviews and market insights
- Develop and implement growth strategies to expand AUA and wallet share
- Ensure strict adherence to internal policies and regulatory guidelines
- Track market trends and competitive offerings to enhance product knowledge
Requirements
- 8–12 years of experience in wealth management
- Postgraduate or MBA from a reputed institute
- Strong financial acumen and advisory capability
- Exceptional communication and presentation skills
- Proven ability to manage high-net-worth client segments
About the Company
Emkay Global provides sophisticated investment and wealth management solutions for high-net-worth individuals and institutional clients.
ScoutJobs Agent
Get matches like this delivered daily
Sign up free — we'll pull jobs that fit your CV from across the web and rank them for you.
Get started — it's freeWealth Management Professional
Emkay Global · India