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Wealth Manager- Bangalore

0 years

0 Lacs

Bengaluru Karnataka India

Posted:1 month ago| Platform: Foundit logo

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Skills Required

Client Acquisition and Growth Compliance and Regulatory Adherence Cross-Selling Portfolio Construction and Management Wealth Management Strategy Client Relationship Management AUM Growth Market Acumen Financial Needs Analysis Financial Planning financial expertise Investment Advisory Business Development

Work Mode

On-site

Job Type

Full Time

Job Description

  • Great Organization
  • Career Growth and great learning opportunities
  • Client Relationship Management
  • Financial Needs Analysis
  • Wealth Management Strategy
  • Portfolio Construction and Management
  • Investment Advisory
  • Financial Planning
  • Business Development
  • Compliance and Regulatory Adherence
  • Performance Monitoring
  • Cross-Selling
  • Market Acumen

The Successful Applicant

  • Client Acquisition and Growth
  • AUM Growth
  • Financial Expertise
  • Communication and Interpersonal Skills
  • Relationship Building
  • Ethical Conduct
  • Results Orientation
  • Proactive Approach

What's on Offer

Great Organisation to work with.

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Wealth Manager- Bangalore

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