Wealth Manager

Talencia Integrated solutions

2 years

3 - 5 Lacs

ahmedabad

Posted:9 hours ago| Platform: GlassDoor logo

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Skills Required

management portfolio portfolios networking development service finance communication planning connect

Work Mode

On-site

Job Type

Full Time

Job Description

About the Company: -

Our client is a leading financial services organization, recognized for excellence in financial advisory,

consultancy, and wealth management solutions. With strong expertise across Mutual Funds,

Portfolio Management, Insurance, Equities, and Loans, they serve as a trusted partner for clients in

achieving long-term financial growth.

Roles & Responsibilities: -

Build and maintain strong client relationships by understanding their financial needs.
Provide advisory on investment products including Mutual Funds, PMS, Insurance, Equities, and Loans.
Manage client portfolios with a focus on achieving financial goals and wealth creation.
Acquire new clients through effective networking and business development strategies.
Ensure excellent customer service and timely resolution of client queries.
Keep track of market trends and recommend investment opportunities.

Desired Candidate Profile

Minimum 2 year of experience in wealth management, relationship management, or financial advisory.
MBA/PGDBM Freshers with a passion for finance and client relationship may also apply.
Strong communication, interpersonal, and analytical skills.
Knowledge of financial products and investment planning is preferred.
Goal-oriented, self-motivated, and eager to grow in the financial services industry.

Interested candidate can connect us on 9755150886.

Thank You!

Job Type: Full-time

Pay: ₹300,000.00 - ₹500,000.00 per year

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