Wealth Manager

2 weeks ago


Delhi, India J Shiv Devcon Pvt Ltd. Full time
Company Description

J Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future.

Role Description

This is a full-time role as a Wealth Manager. As a Wealth Manager, you will be responsible for financial planning, investment management, and providing guidance on investments and insurance. This is an on-site role located in Indore.

Qualifications

- Financial Planning and Investment Management skills- Experience in managing investments and financial portfolios- Knowledge of Finance and Insurance- Strong analytical and problem-solving skills- Excellent communication and interpersonal skills- Ability to work independently and as part of a team- Bachelor's degree in Finance, Economics, Business, or related field- Professional certifications such as CFA or CFP are a plus
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