Resource Manager

1 month ago


Bengaluru, India The Muthoot Group Full time

Roles & Responsibles :-


Mutual funds

Portfolio Management

SIP

PMS

Bonds

Secuirties


What is wealth management skills?

Wealth managers need both technical skills and non-technical (soft) skills. Technical skills include capital markets proficiency, portfolio construction ability, financial planning knowledge, quantitative skills, technology skills, and in some situations, foreign language fluency





What qualities make a good wealth manager?

5 Characteristics of a Quality Wealth Manager

  • Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...
  • Situational Awareness. ...
  • Investing Experience. ...
  • Financial Knowledge. ...
  • A Team of Financial Professionals. ...
  • Comprehensive Wealth Management at Meld Financial.

What qualities make a good wealth manager?

5 Characteristics of a Quality Wealth Manager

  • Integrity. Integrity in the world of wealth management boils down to a commitment to do what's best for clients, no matter what. ...
  • Situational Awareness. ...
  • Investing Experience. ...
  • Financial Knowledge. ...
  • A Team of Financial Professionals. ...
  • Comprehensive Wealth Management at Meld Financial.




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