Wealth Management Professional

3 weeks ago


Mumbai, Maharashtra, India Yes Securities Limited Full time

Job Description:

We are seeking a skilled Wealth Management Professional to join our team at Yes Securities Limited. The successful candidate will be responsible for managing client relationships, providing financial advice, and implementing financial planning recommendations.

Responsibilities:

  1. Develop and implement comprehensive financial plans for high net-worth clients
  2. Analyze client financial data to identify areas for improvement and develop strategies for growth
  3. Buy and sell stocks, bonds, and other investment products as recommended by clients
  4. Maintain accurate records of client transactions and communicate with clients regarding their accounts
  5. Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients

Salary:

The estimated annual salary for this role is $90,000-$140,000, based on industry standards and location.

Benefits:

We offer a competitive salary, comprehensive benefits package, and opportunities for professional development.



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