Wealth manager

1 month ago


Sany, India Randstad India Full time

We are looking for a wealth manager to beresponsible for offering financial advice and services that willassist clients in their financial endeavors. The responsibilitiesof wealth managers include relationship management helping clientswith account details and providing advice on financialinvestments.

To be successful as a wealthmanager you should have the ability to explain complex informationbe confident and have good sales and negotiation skills. Ultimatelya topnotch wealth manager should have superior knowledge of wealthmanagement good presentation skills and an understanding ofcustomer relations tactics.

Wealth ManagerResponsibilities:
  • Advising clients onfinancial products and services.
  • Buying andselling stock on behalf of the client.
  • Managing investments.
  • Conductingplanning services.
  • Providing tax planningservices.
  • Providing estate planningservices.
Wealth ManagerResponsibilities:
  • Advising clients onfinancial products and services.
  • Buying andselling stock on behalf of the client.
  • Managing investments.
  • Conductingplanning services.
  • Providing tax planningservices.
  • Providing estate planningservices.


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