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Talent Tapovan
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Senior Wealth Manager

Senior Wealth Manager

62 years

|

0 Lacs

new delhi delhi india

Posted:1 week ago| Platform:

Apply

Skills Required

portfolios planning management portfolio finance communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Senior Relationship Manager - Wealth

Role Description

Wealth Manager

Qualifications

Proficiency in Financial Planning and developing personalized strategies
Strong expertise in Investments, Investment Management, and portfolio analysis
NISM Certification
Comprehensive knowledge of Finance and Insurance products
Excellent interpersonal and communication skills to build lasting client relationships
Relevant certifications such as CFP, CFA, or equivalent are preferred
Bachelor’s degree in finance, Economics, Business Administration, or a related field
Strong analytical and problem-solving skills to assess and address financial challenges
Proven experience in wealth management, financial advisory, or similar financial roles

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