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Wealth Manager

2 - 3 years

7 - 15 Lacs

Posted:3 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities 1. Client Relationship Management, 2. Financial Planning & Advice, 3. Investment Strategy & Portfolio Management, 4. Risk Management & Insurance Solutions, 5. Tax Planning & Optimization, 6. Estate & Legacy Planning, 7. Compliance & Regulation, 8. Product Knowledge & Market Research, 9. Client education & support, 10. Sales & business development. Preferred candidate profile Graduate, Experienced only ( HNI, Wealth Management, Mutual Funds) Age limit Up- to 40, Male & Female both can apply, Must be working currently , Minimum 3+ years of experience in Wealth Management.

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Genius Consultants
Genius Consultants

Consulting

N/A

51-200 Employees

275 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    Project Manager

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