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Wealth Manager

Wealth Manager

ConfidentialBhopal, Gwalior, Jabalpur
30+ days ago
Job description

We are looking for a fresher Wealth Manager to assist clients with financial planning, investments, and wealth management solutions. The role involves understanding client needs and offering suitable financial products.

Any candidate who wants to apply can contact on the given contact number 07303998586

Key Responsibilities :

  • Support in managing client investment portfolios
  • Assist in financial planning and advisory
  • Build and maintain client relationships
  • Promote relevant banking and investment products

Requirements :

  • Bachelor's degree in Finance, Commerce, or related field
  • Good communication and interpersonal skills
  • Basic knowledge of financial products and markets
  • Willingness to learn and grow in a client-facing role
  • Any candidate who wants to apply can contact on the given contact number 07303998586

    Skills Required

    Banking, Freshers

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    Wealth Manager • Bhopal, Gwalior, Jabalpur