Wealth Manager

☞ IIFL Securities

看过: 97

更新日: 29-05-2024

位置: Vapi Gujrat

类别: 金融/银行/股票 营业额

行业: Financial Services

水平: Mid-Senior level

工作类型: Full-time

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工作内容


Role Description

This is a full-time role for a Wealth Manager at IIFL Securities, located in Vapi. As a Wealth Manager, you will be responsible for providing financial planning, investment management, and insurance services to clients. You will develop and implement investment strategies, analyze financial information, and make recommendations to clients based on their financial goals. This role requires strong analytical and communication skills, as well as the ability to build and maintain relationships with clients.

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance products and services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor’s degree in Finance, Economics, Business, or related field

Experience

Minimum of 3years+ exp in Financial Industry.

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最后期限: 13-07-2024

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