Senior Wealth Manager
Purnartha PMS
Posted
yesterday
Mumbai, Maharashtra, India
Onsite
INR 50K
Senior Level
Full Time
Sema Summary
The Senior Wealth Manager/Cluster Head role at Purnartha PMS involves managing wealth portfolios, providing investment advice, and developing client relationships in Mumbai. The position requires significant experience in finance and investment management. Successful candidates will lead a team, driving sales and delivering customized financial solutions. Strong analytical skills and proven management abilities are essential. This is an on-site, full-time opportunity.
About Company
Purnartha PMS is a financial services firm specializing in wealth management and investment strategies in India.
Core Requirements
- Bachelor's degree in Finance or related field
- Experience in wealth management
- Strong analytical skills
- Proven management experience
- Excellent client relationship skills
Responsibilities
- Manage client portfolios and financial performance
- Provide tailored investment advice
- Develop and maintain client relationships
- Lead a team of financial advisors
- Evaluate market trends and investment opportunities
- Prepare financial reports and forecasts
- Achieve sales and performance targets
Must Have skills
Nice To Have Skills
Job Keywords
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