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RM/SRM/Asst.Manager/Manager/Wealth Manager/Manager/Senior Manager

0 - 6 years

0 Lacs

Posted:2 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Responsibilities:

Acquire & Advise high-net-worth individuals on investment strategies, financial planning, and asset allocation, while also focusing on building and maintaining strong client relationships to achieve revenue targets.

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Unified Vision Capital
Unified Vision Capital

Financial Services

New York

50 Employees

1 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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