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Deputy Manager Wealth Management @ Shivaye Venture

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 Deputy Manager Wealth Management

Job Description

    The Deputy Manager Wealth Management will be responsible for managing and growing a portfolio of high-net-worth clients, providing tailored financial solutions that include investment planning, tax optimization, and estate management. This role involves advising clients on investment products, monitoring portfolio performance, and ensuring adherence to regulatory standards. The Deputy Manager will collaborate with internal teams to design comprehensive financial strategies and support senior managers in business development. Strong client relationship management and the ability to identify new opportunities for portfolio expansion are key aspects of this role. The position requires a deep understanding of financial markets, compliance, and wealth management products. NBFC experience is mandatory Job Types: Full-time, Permanent Benefits: Provident Fund Schedule: Day shift Fixed shift Performance bonus Yearly bonus Education: Bachelor's (Required) Experience: NBFC: 2 years (Required) Insurance: 2 years (Required) Location: Trivandrum, Kerala (Required) Work Location: In person Application Deadline: 14/04/2025 Expected Start Date: 10/04/2025,

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Customer Service (Domestic)
Functional Area: Not Specified
Role/Responsibilies: Deputy Manager Wealth Management

Contact Details:

Company: Richmax Finvest (NBFC)
Location(s): Kerala,

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Keyskills:   Investment planning Estate management Client relationship management Financial markets Compliance

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Shivaye Venture

Shivaye Venture Solutions is a leading technology consulting and staffing firm, specializing in both IT and non-IT sectors. We provide highly skilled professionals to enhance your existing workforce, support the development of new technology projects, or help you hire permanent staff—whethe...