Relationship Manager - Wealth Management

Job Description

Wealth Manager Job Description Company: D. R. Share & Stock Brokers Pvt. Ltd. Location: Sector 9D, SCO 14-15, Top Floor, Chandigarh Working Hours: Monday to Friday: 08:50 AM – 05:30 PM Saturday: 10:00 AM – 02:00 PM (4th Saturday off) Job Summary: The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. They will be taking zoom meetings . Key Responsibilities: Build and maintain relationships with high-net-worth clients. Develop and implement investment strategies based on client needs. Monitor market trends and adjust client portfolios accordingly. Qualifications: Bachelor's degree in Finance, Economics, or a related field. Experience in wealth management, private banking, or financial advisory preferred. Basic knowledge of investment strategies and financial planning. Excellent communication and relationship management skills. Job Types: Full-time, Fresher Pay: ₹13,000.00 - ₹18,000.00 per month Benefits: Cell phone reimbursement Schedule: Day shift Fixed shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person