Wealth Manager

GoodSpace AI

1 - 3 years

0 Lacs

new delhi delhi india

Posted:8 hours ago| Platform:

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Skills Required

drive strategies planning portfolios development software analyze management finance communication

Work Mode

On-site

Job Type

Full Time

Job Description

We seek dynamic individuals to drive client-centric investment strategies and financial planning. Contribute to a legacy of excellence and innovation in wealth management.

Responsibilities:

Develop and manage client portfolios, tailoring investment strategies to individual financial goals.
Drive business development through B2C sales, expanding client base and strengthening relationships.
Utilize financial planning software to analyze market trends and deliver actionable insights.
Collaborate with team members to craft comprehensive wealth management solutions
.

Requirements:

Bachelor's degree in Finance, Business, or related field.
1-3 years of experience in business development and sales.
Proficient in investment strategies and financial planning tools.
Strong interpersonal and communication skills for client engagement.

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