Wealth Management Professional

3 - 7 years

0 Lacs

Posted:22 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: As a candidate for this role, you should have strong client connects and AUMs in your portfolio. Our company offers one of the best incentive structures and additional benefits to reward your performance. Key Responsibilities: - Build and maintain strong relationships with clients - Manage assets under management effectively - Achieve sales targets and drive business growth - Provide excellent customer service and financial advice Qualifications Required: - Previous experience in financial services industry - Strong network of client contacts - Knowledge of investment products and financial markets - Excellent communication and negotiation skills,

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InCred Premier

Technology / Software Development

San Francisco

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