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Wealth Manager- Bangalore

Wealth Manager- Bangalore

Michael PageBangalore Urban
17 days ago
Job description
  • Great Organization
  • Career Growth and great learning opportunities
  • About Our Client

    Preeminent financial services conglomerate with a rich legacy spanning several decades.

    Job Description

    • Client Relationship Management
    • Financial Needs Analysis
    • Wealth Management Strategy
    • Portfolio Construction and Management
    • Investment Advisory
    • Financial Planning
    • Business Development
    • Compliance and Regulatory Adherence
    • Performance Monitoring
    • Cross-Selling
    • Market Acumen
    • The Successful Applicant

    • Client Acquisition and Growth
    • AUM Growth
    • Financial Expertise
    • Communication and Interpersonal Skills
    • Relationship Building
    • Ethical Conduct
    • Results Orientation
    • Proactive Approach
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    Wealth Manager • Bangalore Urban

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