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Wealth Manager (Portfolio Management)
Talent Bee Consulting Pvt. Ltd.
Bengaluru / Bangalore
₹ 5 Lac - 12 Lac P.A
1 - 7 Years
Full Time - Permanent
Views:54
Applicants:0
Posted on 29 Oct, 2024
In Office
Job Description | Responsibilities
- Portfolio / Wealth Management with HNIs
- Client Engagement
- Financial planning to clients
- Mutual funds, bonds, corporate fixed deposits, PMS & other wealth services
- Acquire new clients through referrals from existing clients
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - IT Software Maintenance / Operations / Support Services
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Client Relations
Estate Planning
Finance
Financial Advisory
Financial Planning
Investment Advisory
Financial Markets and Products
Communication skills
