Wealth Manager-Hyderabad,Bangalore

10 - 20 years

15 - 30 Lacs

hyderabad pune mumbai (all areas)

Posted:None| Platform: Naukri logo

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Job Type

Full Time

Job Description

1) 3+ years of experience as a wealth manager in banks or in reputed financial services. • 2)Preferably Certified Financial Planner, or relevant certification of Investment & wealth management.

3)Should be self-starter with an existing client book.

4)• Proven track record of achieving sales targets and building a successful client portfolio. 5)Knowledge of developing and implementing financial plans and managing investments. 6)Understanding of financial markets, investment products, and wealth management principles. • 7)Excellent communication & interpersonal skills to build client trust and rapport.

8) Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

If interested pls share your resume at neha.arora@upgrad.com

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