Wealth Manager - Senior Wealth Manager

☞ SRI HR & INTEGRATED SERVICES

View: 102

Update day: 28-05-2024

Location: Cuddapah Andhra Pradesh

Category: Finance / Bank / Stock Sales

Industry: Insurance

Position: Associate

Job type: Full-time

Loading ...

Job content

Wealth Manager Responsibilities

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.
  • Advising clients on financial products and services.
  • New Client Acquisition
  • Managing investments.
  • Conducting planning services.
  • Providing tax planning services to their clients.
  • Portfolio Management
Wealth Manager Requirements
  • Graduation -
  • Age Between 24 - 35 years
  • Min 2-4 years of Experience in Wealth Management in reputed Cos.
  • Must be analytical.
  • Able to understand complex information.
  • Strong mathematical skills.
  • Confidence.
  • Good Presentation Skills.
This job is provided by Shine.com
Loading ...
Loading ...

Deadline: 12-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...