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SERVING SKILL Company logo

Wealth Management Advisor

2 - 4 years

4 - 6 Lacs

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

financial advice client relationship management retirement planning Wealth Management Advisor estate planning Wealth Advisor

Work Mode

Work from Office

Job Type

Full Time

Job Description

As a Wealth Management Advisor, you will be responsible for providing financial advice and investment opportunities to clients to help them achieve their financial goals and secure their financial future. Responsibilities Analyze clients' financial situations and goals Develop customized financial plans based on clients' needs Provide advice on investment strategies, retirement planning, and estate planning Monitor clients' investments and adjust strategies as needed Stay up-to-date on financial trends and regulations Build and maintain strong client relationships

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SERVING SKILL Company
SERVING SKILL Company
www.servingskill.com

Skill Development and Training

Skilltown

50 Employees

    Key People

  • John Doe

    CEO

  • Jane Smith

    Head of Training Programs

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