QuintEdge
Finance Jobsby QuintEdge
Full Time2-6 yearsPortfolio ManagementEasy Apply

Posted 6 June 2026

Job description

Role Wealth Manager Key Responsibilities Acquire and manage Retail Affluent HNI clients Provide investment advisory across Mutual funds Equity Debt Insurance Portfolio Management Role Alternate Investment Understand client goals and design customised financial plans Regular portfolio reviews rebalancing performance tracking Drive AUM growth through relationshipbuilding new client acquisition Required Profile MBA PGDM preferred strong finance understanding 2 to 6 years experience in BFSI Wealth …