Wealth Manager - Wealth Rm- Stock Broking Co- Trichy , Madurai, Erode

5 - 10 years

5 - 12 Lacs

Posted:5 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Build & maintain strong relationships with high net worth clients
Manage clients' portfolios, including making investment , monitoring performancePrepare reports for clients, providing regular updates on portfolio performance & investment strategies

Required Candidate profile

Graduate or PG with at least 5 years of experience in wealth management in Stock Broking CoDepth knowledge of the Mutual Fund ,Capital Market ,PMS, Bondsinfo.aspiringmantra@gmail.com

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