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Wealth Manager- Bangalore

0 years

0 Lacs

Posted:3 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Great Organization Career Growth and great learning opportunities Job Description 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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