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3-14 years
Wealth Manager/Advisor - HNI Segment - Wealth Management Startup (3-14 yrs)
Confidential
posted 25d ago
Key skills for the job
We are expanding & looking for experienced Wealth sales advisors and managers.
We are one of the fastest growing wealth management firm backed by strong digital platform that is disrupting the traditional industry with a combination of customer-first philosophy, design thinking, and technology. Our customers include top CEOs to white-collar mass affluent professionals. We have some of the best asset classes in the country with a combination of equity, debt, international, and alternative assets.
We are looking to build a team of superb wealth sales advisors and managers asap!!. Anyone joining this team will have an amazing opportunity to be part of something huge and have an opportunity to have a huge career and personal financial success. Everyone in the team gets ESOPS
Few asks :
- Experience in managing a large portfolio of Customers & Assets
- Experience in the acquisition of new customers base
- Deep experience in selling to customers on a variety of wealth products
- An ability to think - customer first-
- Responsible for meeting sales targets
- A hunger to personally succeed in a bigger way than possible in a regular job
Expect From Us :
- Vibrant start-up culture which provides exponential learning & growth opp.
- Bonus/Incentive structure : best in the market
- ESOPs
- Best asset classes & advisors under one-roof
Functional Areas: Banking/Insurance
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