Wealth Manager- Bangalore

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

What's on Offer

Great Organisation to work with.

Contact : Sakshi Ahuja

Quote job ref : JN-062025-6769914

Skills Required

Client Relationship Management, Financial Planning, Investment Advisory, Business Development, Performance Monitoring