Relationship Manager - Wealth Management

As a Wealth Manager at D. R. Share & Stock Brokers Pvt. Ltd., located in Sector 9D, SCO 14-15, Top Floor, Chandigarh, your primary role will involve managing client portfolios, offering financial planning advice, and implementing investment strategies to assist clients in reaching their financial objectives. You will be responsible for building and maintaining relationships with high-net-worth clients, developing investment strategies tailored to client needs, and monitoring market trends to make necessary adjustments to client portfolios. Your key responsibilities will include: - Building and maintaining relationships with high-net-worth clients. - Developing and implementing investment strategies based on client needs. - Monitoring market trends and adjusting client portfolios accordingly. To qualify for this role, you should possess the following qualifications: - Bachelor's degree in Finance, Economics, or a related field. - Experience in wealth management, private banking, or financial advisory is preferred. - Basic knowledge of investment strategies and financial planning. - Excellent communication and relationship management skills. Please note that the working hours for this position are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM, with the 4th Saturday off. This is a full-time position with the benefits of cell phone reimbursement, day shift, fixed shift, and a performance bonus. Kindly note that the work location for this role is in person. Thank you for considering a career as a Wealth Manager with D. R. Share & Stock Brokers Pvt. Ltd. As a Wealth Manager at D. R. Share & Stock Brokers Pvt. Ltd., located in Sector 9D, SCO 14-15, Top Floor, Chandigarh, your primary role will involve managing client portfolios, offering financial planning advice, and implementing investment strategies to assist clients in reaching their financial objectives. You will be responsible for building and maintaining relationships with high-net-worth clients, developing investment strategies tailored to client needs, and monitoring market trends to make necessary adjustments to client portfolios. Your key responsibilities will include: - Building and maintaining relationships with high-net-worth clients. - Developing and implementing investment strategies based on client needs. - Monitoring market trends and adjusting client portfolios accordingly. To qualify for this role, you should possess the following qualifications: - Bachelor's degree in Finance, Economics, or a related field. - Experience in wealth management, private banking, or financial advisory is preferred. - Basic knowledge of investment strategies and financial planning. - Excellent communication and relationship management skills. Please note that the working hours for this position are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM, with the 4th Saturday off. This is a full-time position with the benefits of cell phone reimbursement, day shift, fixed shift, and a performance bonus. Kindly note that the work location for this role is in person. Thank you for considering a career as a Wealth Manager with D. R. Share & Stock Brokers Pvt. Ltd.