Job Description
- 2+ yrs. of experience in Wealth Management space.
- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets
- Onboarding, Handling and Managing HNI / Ultra HNI clients
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography
- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions
- Ability to work in partnership with the Bank and drive leads & AUM
- Service existing clients with the support of client servicing team
- Constantly review client portfolios and give a birds’ eye view.
Ready to Apply?
Submit your application today and join our talented team at Tipsons Group.
Submit ApplicationJob Details
- Location India, India
- Job Type Full-time
- Category Business Operations Specialists
- Posted Date February 25, 2026
- Application Deadline April 06, 2026