Wealth Manager

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profile Job Location:

Delhi - India

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Hi
We are hiring for financial services.
Role- Wealth Manager
Location- Delhi
Qualification- Graduation/Post Graduation
As a Wealth Manager you will be responsible for providing personalized financial planning services to clients including retirement planning investment management and wealth preservation. You will collaborate with investment experts financial planners and tax experts to develop unique financial strategies tailored to each clients needs and goals.
Candidate Profile Strong communication and interpersonal skills to build long-term client -depth knowledge of the Mutual Fund Industry Capital Market and profitability drivers. Self-motivated flexible and able to manage multiple priorities simultaneously. Willingness to work in a boutique financial solutions company. Must possess a personal laptop. CWM Certification is an added advantage. Graduate or Postgraduate degree required. Minimum 2 years of experience. Own book of business is mandatory.
If interested kindly share your resume to or can call on
Hi We are hiring for financial services. Role- Wealth Manager Location- Delhi Qualification- Graduation/Post Graduation As a Wealth Manager you will be responsible for providing personalized financial planning services to clients including retirement planning investment management and we...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills