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Wealth Manager - HNI @ Outlook Asia Capital

Company Name Outlook Asia Capital
Location Mumbai-Churchgate, India
Job Type Wealth Manager - HNI
Job Description

 Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Website :

Company Profile : Markets are unpredictable. Yet market participation is key to meeting long-term goals. That’s why we believe in thoughtfully combining multiple approaches to asset allocation with the goal of taking advantage of market upswings while avoiding some of the downside volatility.

We also believe that it is important for investment advisors to fit a mix of asset allocation approaches to each client’s particular goals and risk tolerance and your market outlook. Our open architecture investment platform offers four broad approaches and alternative investments with complementary strengths that can be combined to address each client’s particular circumstances

Job Location : Churchgate, Mumbai.

Job Profile & Responsibilities : 

  • Establishing and maintaining relationship with HNI, Ultra HNI clients. Continuous analysis of different products like mutual funds, PMSs, bonds etc to track the performance.
  • Analysing and preparing portfolios based on client profile and requirement. End to End facilitation for clients' queries and execution of suggested actions. 

Candidates Profile 

  • Graduate or Post Graduate with keen interest in field of Wealth Management. 
  • Experience or working knowledge of Mutual fund industry will be added advantage.
  • Good communication and inter-personal skills. 
  • Should have general view of the market and economy. 
  • Should be open to continuous learning process and opportunities.

Salary : Based on industry standards and candidate profile.

Experience : 0-2 years of relevant experience 

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.


Posted Date 04/12/2017