Wealth Manager Portfolio Management Bangalore
Wealth Manager Portfolio Management Bangalore
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₹ 500000 - 1200000
1 Vacancy
Job Description
Organization: A well established fullstack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology data & science. Recognized by Great Place To Work as one of Indias best companies to work for two years in a row.
Job description
Portfolio / Wealth Management with HNIs
Client Engagement
Financial planning to clients
Mutual funds bonds corporate fixed deposits PMS & other wealth services
Acquire new clients through referrals from existing clients
Required Candidate profile
17 Years as a Wealth Manger / Portfolio Manager in a Bank / Wealth Mgt firm
Good knowledge on Financial Markets and Products
CFP NISM VA certifications desirable
Good Communication skills
Location : Bangalore
Required Experience:
Manager
Employment Type
Full-Time
