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Wealth Manager/ Senior Wealth Manager

0 years

0 Lacs

Posted:3 weeks ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering products and services such as Private Wealth, Retail Broking, Asset Management, Investment Banking, and more. With a customer-first attitude and focus on ethical business practices, MOFSL has grown into a 12,000+ member team headquartered in Mumbai. Role Description This is a full-time on-site role for a Wealth Manager/Senior Wealth Manager for Noida location only.. The Wealth Manager will be responsible for financial planning, investment management, handling investments, finance, and insurance-related tasks on a day-to-day basis. Qualifications Financial Planning and Investment Management skills Experience in Investments, Finance, and Insurance Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Relevant certifications such as CFP, CFA, or MBA in Finance Show more Show less

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