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Hiring Wealth Managers Unidus Services

7.0 - 12.0 years

0 - 0 Lacs

bangalore, chennai, hyderabad

On-site

Dear Candidates, Greetings Advisory and Relationship Management . Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. . Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. . To coordinate with product and research team for taking investment decision for the clients. Candidate . Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. . Candidates having experience in managing ...

Posted 1 week ago

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