Senior Wealth Manager – Unlisted Equities
Bizaccenknnect,
Profile- Senior Wealth Manager
Experience :- +3 years
Location :- Noida (Remote)
Qualification- Graduate in Finance
Mandatory experience – Unlisted share trading, HNI client onboarding/handling
Key Responsibilities:
1. Unlisted Share Trading: Execute trades in unlisted shares, keeping abreast of market trends and news to make informed decisions.
2. Research and Analysis: Conduct in-depth research on pre-IPO companies and the unlisted market to identify potential investment opportunities.
3. Relationship Management: Cultivate and maintain strong relationships with HNI clients, providing them with market insights and personalized investment strategies.
4. Risk Management: Develop and implement risk management strategies to protect clients’ investments and optimize returns.
5. Reporting: Prepare regular reports on trading activities, portfolio performance, and market insights for clients and management.
Interested one can share resume at [email protected] or can connect at 91-120-31-13251