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Wealth Relationship Manager Wise Finserv

3.0 - 7.0 years

0 Lacs

uttar pradesh

On-site

As a Wealth Relationship Manager in Kanpur & Lucknow, your role will involve client acquisition, financial planning, and portfolio management. You will focus on delivering customized, tax-efficient investment strategies to meet client goals. Candidates with professional certifications such as CFP, CWM, or CFA will have an added advantage. Key Responsibilities: - Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. - Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. - Ongoing Advisory...

Posted 3 days ago

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