wealth manager

Company Description

Wallet Finserv is a wealth management company headquarters in Mumbai.

Role Description

This is a full-time on-site role for a Wealth Manager at Wallet Finserv located in Guwahati. The Wealth Manager will be responsible for financial planning, investment management, overseeing investments, and handling finance matters on behalf of clients.

Qualifications

• Financial Planning and Investment Management skills
• Experience in Investments, Finance, Insurance and Mutual funds.
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills

Skills Required
Finance, Mutual Funds, Investment Management, Insurance, Investments, Financial Planning