Wealth Manager

2 days ago

Pune, India eFinserve Full time

Company Description

eFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.

Role Description

This is a full-time on-site role located in Pune for a Wealth Manager. The Wealth Manager will be responsible for providing financial planning, managing investments, and advising on insurance matters. Daily tasks include meeting with clients to assess their financial needs, developing personalized investment strategies, and ensuring the effective management of clients' portfolios.

Qualifications

  • Financial Planning and Investment Management skills
  • In-depth knowledge of Investments and Financial products
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Experience in the financial services industry is preferred

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