Wealth Manager
Planify Capital Limited is seeking a Wealth Manager to manage and grow relationships with High Net Worth Individuals. The role focuses on providing comprehensive investment advisory, financial planning, and portfolio management solutions. The ideal candidate will drive client acquisition and cross-sell financial products while maintaining high engagement levels. This position requires a solid background in finance and a proven ability to manage complex portfolios.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Planify Capital Limited is seeking a Wealth Manager to manage and grow relationships with High Net Worth Individuals. The role focuses on providing comprehensive investment advisory, financial planning, and portfolio management solutions. The ideal candidate will drive client acquisition and cross-sell financial products while maintaining high engagement levels. This position requires a solid background in finance and a proven ability to manage complex portfolios.
TAL's take
Mid-tier firm offering a standard wealth management role with clear, albeit generic, performance metrics.
The role is clearly defined within the wealth management domain with specific focus on HNI/UHNI client acquisition.
Must haves
- Bachelor’s degree in Finance, Business, Economics, or related field
- Proven track record in client acquisition and AUM growth
- Strong understanding of financial markets and investment products
- Excellent relationship management and communication skills
About the company
Unfamiliar company, default mid-tier.