Wealth Advisor
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Positions Open: Financial Advisor/Investment Specialist
Key Responsibilities:
investment products (MF FD Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;
2. Assist the client in aligning his or her investments as per his or her needs and risk appetite in line with dynamic asset allocation;
3. Responsible for business growth as well as growth of client base.
URL:- Type: Full-time
Schedule: General shift
Please forward your resume salary history and other pertinent information to the following
person in order to be considered for this position.
Thanks
MoneyHoney
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Money Honey Financial Services Pvt. Ltd. is Indiaâs growing financial services company. We offer best in class services in distribution of Financial Products like Mutual Funds, Government of India Bonds, Fixed Deposits and Life Insurance.
