📌Job Description

Company: Wealth Creation Company
Location: Assotech Business Cresterra, Sector-135, Noida

Designations Available:

• Assistant Wealth Manager (5–10 years experience)

• Deputy Wealth Manager (10–20 years experience)

• Senior Wealth Manager (20–30 years experience)

🎯 Role Overview

We are hiring across levels in Wealth Management to strengthen our client servicing and advisory team. Candidates should bring their own business sources, manage HNI relationships, and drive growth through compliant execution of wealth products.

🛠 Key Responsibilities

• Acquire and manage HNI / High Net Worth clients.

• Provide end-to-end client servicing and relationship management.

• Sell and execute transactions across Fixed Deposits (FDs), Mutual Funds, Insurance, Bonds, AIFs, PMS, and Pre-IPO opportunities.

• Mentor junior advisors and support team sales strategies.

• Track leads, prospects, and client portfolios, ensuring compliance with SEBI/IRDAI guidelines.

• Prepare MIS reports and assist management in reviews.

👤 Candidate Profile

• Experience: 5–30 years in Wealth Management, Client Servicing, or Relationship Manager or Branch Manager roles.

• Proven track record of handling HNI clients and delivering business from own sources.

• Strong knowledge of financial products: FD, Mutual Funds, Insurance, Bonds, AIFs, PMS, Pre-IPO.

• Excellent communication, networking, and relationship-building skills.

• Self-driven, proactive, and compliance-focused.

📌 Position Details

• Designation: Assistant / Deputy / Senior Wealth Manager

• Location: Noida

• Type: Flexible Hours (Can be discussed)

• Remuneration : No Bar for deserving candidate

• It is a Part Time Sales / Business Development job for candidates with 5 - 6+ years Experience.

More about this Wealth Manager job

1. What is the eligibility criteria to apply for this Wealth Manager job?
   Ans: The candidate should be Graduate and above and above with 5 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹99000 per month + Incentives that depends on your interview. It's a Part Time job in Noida.
3. Are there any charges applicable while applying or joining this Wealth Manager job?
   Ans: No, there is no fee applicable for applying this Wealth Manager job and during the employment with the company, i.e., Wealth Creation Company.
4. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
5. How many openings are there for this Wealth Manager role?
   Ans: There is an immediate opening of 5 Wealth Manager at Wealth Creation Company
6. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
7. What are the timings of this Wealth Manager job?
   Ans: This Wealth Manager job has 10:00 AM - 06:30 PM timing.