
Financial Services Expert
3 days ago
Wealth Management Opportunity
We are seeking a highly skilled and experienced wealth manager to join our team. The ideal candidate will bring a wealth of experience in the Indian financial services markets, an existing clientele base, and a proven track record of successfully delivering comprehensive wealth management solutions.
Key Responsibilities:
- Prospect, acquire, and retain high-value clientele
- Design and recommend strategies aligned with clients' financial objectives
- Conduct periodic reviews to reassess portfolios and ensure continued suitability
Skills & Qualifications:
- Qualification in Finance/Business Management/Accounting
- An MBA degree, CA certification, or CFA Charterholder would be preferable
- Minimum 5 years of experience in the Indian financial markets
- A strong personal clientele book is mandatory
About the Role
This opportunity allows for growth, client relationships enhancement, and financial outcomes improvement. A professional with a strong background in wealth management can contribute significantly to this position.
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