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Wealth Manager

Globe Capital Market Limited

3 - 7 years

0 Lacs

maharashtra

Posted:1 day ago| Platform: Shine logo

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Skills Required

financial planning investment management analytical skills communication skills interpersonal skills insurance knowledge problemsolving skills

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager at Globe Capital Market Limited located in Pune/Pimpri-Chinchwad Area, your primary responsibility will be to assist clients in achieving their financial goals through meticulous financial planning, investment management, and handling of diverse investment portfolios. You will utilize your expertise in financial planning and investment management to guide individuals through the intricacies of the financial markets. Your role will entail managing clients" investments, executing finance-related tasks, and overseeing insurance portfolios. With your strong analytical and problem-solving skills, you will provide strategic recommendations tailored to clients" financial objectives. Effective communication and interpersonal skills will be essential in establishing and maintaining productive relationships with clients. The ideal candidate for this full-time on-site position should possess a solid background in Financial Planning and Investment Management, along with practical experience in Investments, Finance, and Insurance. By leveraging your knowledge and skills in these areas, you will play a crucial role in helping clients secure their financial future and build wealth effectively.,

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Globe Capital Market Limited

Financial Services

New Delhi Delhi

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Wealth Manager