3 - 5 Years
Not Disclosed
Full Time - Permanent
Chennai

Views:38

Applicants:0

Posted on 30 Aug, 2024

Overview
  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - IT Software Maintenance / Operations / Support Services
  • Job Role - Wealth Manager
  • Employment type - Full Time - Permanent
  • Work Mode - In Office
Job Description | Role and Responsibilities

  • Develop comprehensive financial plans tailored to individual client needs, including investment management, tax planning.
  • Design and implement customized investment strategies, monitor portfolio performance.
  • Stay updated on market trends, economic conditions and investment products to provide iformed and finanical comply.

Candidate Profile | Who Can Apply
Education
  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization
Job Related Keywords
About Employer
Contact Details
Email - smita.m@purnartha.com