Wealth Management Professional
3 days ago
Job Title: Wealth Management Professional
Job Summary:We are seeking an experienced Wealth Management Professional to join our team. This role will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients.
The successful candidate will have a strong understanding of financial markets and be able to analyze client portfolios to determine strategies for meeting their financial objectives.
This is an excellent opportunity for a motivated and experienced wealth management professional to take on a challenging role and contribute to the growth of our business.
Key Responsibilities:- Analyze financial information to determine strategies for meeting client financial objectives.
- Maintain relationships with high net worth individuals and corporate clients.
- Generate revenue through investment products.
- Identify customer needs and assess their risk appetite.
- Graduation or Post Graduation in any discipline.
- 5+ Years of experience in wealth management.
- Understanding of market pulse and knowledge of investment products.
- Strong IT skills, including MS Office, MS Excel, and AMFI/IRDA certification.
We offer a competitive compensation package and opportunities for career growth and development.
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