Wealth Manager

Gurpreet Singh (Proprietor of Nature consultant)

0 years

3 - 6 Lacs

gwalior madhya pradesh india

Posted:14 hours ago| Platform: Foundit logo

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Skills Required

banking freshers

Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a fresher Wealth Manager to assist clients with financial planning, investments, and wealth management solutions. The role involves understanding client needs and offering suitable financial products.

07303998586

Key Responsibilities:

Support in managing client investment portfolios
Assist in financial planning and advisory
Build and maintain client relationships
Promote relevant banking and investment products

Requirements:

Bachelor's degree in Finance, Commerce, or related field
Good communication and interpersonal skills
Basic knowledge of financial products and markets
Willingness to learn and grow in a client-facing role

07303998586

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