Wealth Roles

You will be joining Scope4job LLP for a full-time on-site role in Mumbai, specifically focusing on Mumbai Wealth Roles. Your primary responsibilities will include managing client portfolios, offering financial advice, formulating wealth management strategies, and carrying out market research. It will be crucial for you to establish strong client relationships and ensure that financial solutions are in line with the clients" objectives. To excel in this role, you should possess expertise in financial advising, portfolio management, and wealth management. Proficiency in market research, data analysis, and effective communication with clients is essential. Your analytical skills, problem-solving abilities, and capacity to work autonomously with precision will be key to success. Ideally, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) will be advantageous. A minimum of 3-4 years of experience in the financial services industry will further strengthen your candidacy for this position.,