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  • Senior Manager - gurugram - Prospurts

    Prospurts
    Prospurts gurugram

    4 weeks ago

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    Description

    Job Description

    Work closely with a partner to manage client accounts, ensuring a deep understanding of their risk appetite, financial goals, and developing suitable asset allocation strategies based on the company's financial planning framework.

    Key Responsibilities:

    • Develop relationships with new clients, conducting meetings to manage overall investment portfolios.
    • Regularly connect with existing clients and prospects for periodic reviews and provide tailored advice.
    • Prioritize hyper-personalization for all client accounts at all times, aiming to grow AUM and expand/deepen existing relationships.
    • Monitor and analyze capital markets, macroeconomic indicators, government policies, and central bank actions influencing various investment asset classes.

    Desired Candidate Profile:

    • A self-starter with the willingness to think and work like an entrepreneur, driven by a passion for meaningful work in financial advisory and wealth management.
    • A minimum of 1-4 years of experience in the wealth and investment field.
    • Excellent communication skills and a strong command over the English language.
    • Proficiency in MS Excel is essential.
    • Preferred qualifications include CFP/CFA/MBA/PG/CA, with NISM XA and XB certifications being an added advantage.
    • A strong flair for investment advisory and in-depth knowledge of financial markets and economies.

    What We Offer:

    • The opportunity to work in a boutique setup, handling diverse assignments.
    • The chance to collaborate with senior advisors on high-value accounts.
    • An end-to-end learning experience in personal wealth management practices.
    • A platform to interact with industry stakeholders, expanding your understanding and knowledge.

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