Senior Wealth Manager @ Kotak Mahindra Bank

Job Description

Company Description TRUST-PLUTUS WEALTH ( INDIA) PRIVATE LIMITED is a financial services company based out of Naman centre Floor,Bandra Kurla Complex ,Mumbai, Maharashtra, India. Having branches across India managing over 14000 crores of assets . Role Description This is a full-time, on-site role for a Senior Wealth Manager located in Pune/ Goa /Nagpur/Solapur The Senior Wealth Manager will manage high net worth client relationships, delivering customized financial solutions based on client financial goals and objectives, and providing robust investment management expertise, comprehensive financial planning, and retirement planning services. Qualifications Bachelor's degree in Finance, Accounting, or a related field/mba finance or relevant experience in the field of wealth management Minimum of 8 years of experience in wealth management or financial services Excellent knowledge of investment products, portfolio analysis, financial planning, and risk management . Demonstrated ability to develop and execute comprehensive financial plans and client relationship management Excellent interpersonal, communication, and presentation skills A strong focus on ethics, integrity, and transparency Certified Financial Planner (CFP) or Certified Wealth Manager (CWM) designation is a plus Experience with advisory platforms and other wealth management resources Experience with complex and non-traditional investments, including real estate, private equity, and hedge funds Experience working with high net worth client Kindly contact me on my email. hidden_email

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Others
Functional Area: Not Applicable
Role/Responsibilies: Senior Wealth Manager

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Keyskills:   Financial Services Wealth Management Investment Management Financial Planning Risk Management Client Relationship Management Portfolio Analysis Ethics Integrity Transparency Certified Financial Planner Private Equity Hedge Funds Certified Wealth Manager Real Estate