Wealth Manager

5 hours ago

Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

PROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits through informed investment decisions.

Role Description

This is a full-time remote role for a Wealth Manager. The Wealth Manager will be responsible for providing comprehensive financial planning, managing investment portfolios, advising clients on various investment options, and ensuring effective management of their financial resources. Day-to-day tasks include performing in-depth financial assessments, strategizing investment plans, and monitoring market trends to optimize client portfolios.

Qualifications

  • Skills in Financial Planning, Investments, and Investment Management
  • Expertise in Finance and Insurance
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Experience in wealth management or related financial services is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

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