About Concept

We have been in the capital market for over 3 decades and have been a serious player in multiple segments. As a SEBI registered Portfolio Manager and Investment Advisor, Concept is servicing many clients in the western part of Maharashtra and Gujarat. The current focus of the company is on strengthening and aggressively growing Wealth Management and Advisory business. We are looking for a professional with experience in Wealth Management who is passionate about investing, who believes in ethics & high level of integrity, who has the heart of a helper, who is driven by values (and not targets, incentives) and who is confident of building out such practice from scratch.

Role Description

Responsibilities of the Sr. Wealth Manager and the team reporting to her/him

Client Relationship and Sales:

·      Handle Affluent Individuals, HNI (High Net-Worth Individual) and Ultra-HNI clients​.

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