Senior Manager - Wealth Management
Prospurts is a boutique wealth management firm based in India focusing on long-term client relationships. The role involves managing investment portfolios, conducting client meetings, and developing personalized asset allocation strategies. Candidates must have 2-4 years of experience and strong proficiency in financial markets and MS-Excel. The position offers exposure to high-value accounts and holistic wealth management practices.
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Experience
2-4 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Prospurts is a boutique wealth management firm based in India focusing on long-term client relationships. The role involves managing investment portfolios, conducting client meetings, and developing personalized asset allocation strategies. Candidates must have 2-4 years of experience and strong proficiency in financial markets and MS-Excel. The position offers exposure to high-value accounts and holistic wealth management practices.
TAL's take
Boutique firm with clear focus and defined role, but limited scale signal and unknown growth trajectory.
Clear responsibilities and expectations for a wealth management professional, though limited in technical stack requirements.
Must haves
- 2-4 years of relevant work experience
- Understanding of financial markets and investment products
- Self starter
- Strong command over English language
- Strong knowledge of MS-Excel
Tools and skills
Nice to have: nism xa, nism xb.
About the company
Unfamiliar boutique wealth management firm, default mid-tier.
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