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Wealth Manager

4 - 9 years

10 - 20 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Wealth Management Mutual Funds Portfolio Management Private Banking HNI Sales PMS Financial Planning HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Develop and maintain strong relationships with High Net Worth Individuals (HNI) and private clients. Understand and respond to the financial needs and goals of clients. Wealth Management Services Provide comprehensive wealth management solutions, including Financial Planning and Portfolio Management Services (PMS). Tailor investment strategies to meet clients' individual risk appetites and financial objectives. Financial Planning Conduct thorough financial assessments to create customized financial plans for clients.

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WOW Softech
WOW Softech
www.wowsoftech.com

Software Development

San Francisco

50-100 Employees

121 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CTO

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