HNI Wealth Manager

HNI Wealth Manager

Company: WORK ASSIST
Job Location: Mumbai, Maharashtra, India
Employment Type: Full-time

Work Level : Individual

Core : Disciplined

Leadership : Decisive

Industry Type : Asset ManagementFinancial Services

Function : Wealth Manager

Key Skills : Mutual Fund,Wealth,Investment Advisor,Ultra HNI,PMS

Education : PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner.

Roles & Responsibility

Meeting the UHNI / Family Office Clients & developing Trust & relationship.
Customer interactive role (B2C role) with Portfolio Management experience.
Portfolio/Investment Engineers, who can help in designing portfolios.
Advice and suggesting different investment avenues to HNI clients.
Acquiring and catering to new HNI clients.
Growing the existing AUM book size.
Products- Mutual Fund/ PMS/AIF / SIF.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.

We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.

For a seamless job search experience, please visit:

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you! .