Relationship Manager - Wealth Management

0 - 4 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager at D. R. Share & Stock Brokers Pvt. Ltd., located in Sector 9D, SCO 14-15, Top Floor, Chandigarh, your role will involve managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be responsible for building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Your job will also involve 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.,

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