Mumbai Wealth Roles

2 weeks ago


Mumbai, Maharashtra, India Scope4job LLP Full time US$ 60,000 - US$ 1,20,000 per year

Role Description

This is a full-time on-site role in Mumbai for Mumbai Wealth Roles at Scope4job LLP. The role involves day-to-day tasks such as managing client portfolios, providing financial advice, developing wealth management strategies, and conducting market research. The individual will also be responsible for client relationship management and ensuring financial solutions align with clients' goals.

Qualifications

  • Financial advising, portfolio management, and wealth management skills
  • Market research and data analysis abilities
  • Client relationship management and communication skills
  • Strong analytical and problem-solving capabilities
  • Ability to work independently and maintain a high level of accuracy
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
  • Minimum 3-4 Years of Experience in the financial services industry is a plus


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