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Job Title


Senior Wealth Manager


Company : upGrad Rekrut


Location : Mumbai, Maharashtra


Created : 2025-08-01


Job Type : Full Time


Job Description

The purpose of the job is to be responsible for building and nurturing strong, long- lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Location : Mumbai, Ahmedabad, kolkatta, bangalore, Chennai,Delhi,kolkata, indore