Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Wealth Manager @ Platinus Technologies

Home > Finance & Accounting - Other

 Wealth Manager

Job Description

Role & responsibilities

  • Minimum 5+ years of relevant experience in Wealth Management.
  • Acquire, manage, and grow a portfolio of HNI/UHNI clients.
  • Leverage an existing client base to drive business growth and revenue generation.
  • Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products.
  • Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion.
  • Build and maintain long-term client relationships by delivering customized investment advisory and holistic wealth solutions.
  • Strong understanding of wealth management products and financial markets.
  • Excellent communication, presentation, and client relationship management skills.

Preferred Certifications:

  • NISM V-A
  • IRDA
  • NISM XXI-A

Job Classification

Industry: IT Services & Consulting
Functional Area / Department: Finance & Accounting
Role Category: Finance & Accounting - Other
Role: Finance & Accounting - Other
Employement Type: Full time

Contact Details:

Company: Platinus Technologies
Location(s): United Arab Emirates

+ View Contactajax loader


Keyskills:   Wealth Management HNI Client Handling HNI Private Banking Private Wealth Investment Products

 Fraud Alert to job seekers!

₹ Not Disclosed

Similar positions

Revenue Accounting_Process Manager_Airoli-Mumbai

  • eClerx
  • 3 - 8 years
  • Mumbai
  • 17 days ago
₹ Not Disclosed

Revenue Accounting_Process Manager_Mumbai-eClerx

  • eClerx
  • 4 - 9 years
  • Mumbai
  • 17 days ago
₹ Not Disclosed

Revenue Accounting_ Associate Process Manager _ Airoli-Navi Mumbai

  • eClerx
  • 3 - 8 years
  • Mumbai
  • 17 days ago
₹ .5-8 Lacs P.A.

Assistant Manager Finance

  • NTT DATA
  • 1 - 3 years
  • Hyderabad
  • 22 days ago
₹ Not Disclosed

Platinus Technologies

Platinus Technologies software development center in India provides the resources to meet todays demand for highly skilled IT personnel with staff who excel in connectivity, development services. We apply the highest of quality standards to all the services we provide. We are also in to consulting ...