Wealth Manager
Wealth Manager
Posted on :
17-06-2025
Employer Active
1 Vacancy
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Job Description
Job Title: Wealth Manager
Company: Geojit Financial Services
Location : Delhi
CTC : No bar for the right candidate
Exp : Min 8 years in any AMC ( Asset Management Company )
Description:
The Wealth Manager at Geojit Financial Services plays a crucial role in providing financial planning and investment advice to clients. They are responsible for creating tailored financial strategies constructing investment portfolios and staying informed about the capital markets.
Responsibilities:
- Develop and implement comprehensive financial plans for clients based on their goals and risk tolerance.
- Construct and manage investment portfolios ensuring diversification and alignment with clients' objectives.
- Monitor and analyze market trends and economic indicators to make informed investment decisions.
- Provide ongoing guidance and support to clients addressing their financial concerns and adjusting strategies as needed.
- Stay up-to-date on regulatory changes and industry best practices related to wealth management.
Qualifications:
- Bachelor's degree in Finance Economics Business or related field.
- Certified Financial Planner (CFP) designation preferred.
- Proven experience in financial planning investment management or wealth advisory.
- Strong knowledge of capital markets financial products and industry regulations.
- Excellent communication and interpersonal skills.
Skills:
- Financial Planning
- Portfolio Construction
- Understanding of Capital Markets
- Risk Management
- Client Relationship Management
Regards
Shipra Singh
Asst. HR Manager
STAFFIAA SERVICES
Employment Type
Full Time
Key Skills
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