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Wealth Manager (Portfolio Management), Bangalore
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Wealth Manager (Portfolio Management), Bangalore12
Applications
12
Applications
About the Job
Skills
Organization: A well established full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. Recognized by Great Place To Work® as one of India’s best companies to work for two years in a row.
Job description
- Portfolio / Wealth Management with HNIs
- Client Engagement
- Financial planning to clients
- Mutual funds, bonds, corporate fixed deposits, PMS & other wealth services
- Acquire new clients through referrals from existing clients
Required Candidate profile
- 1-7 Years as a Wealth Manger / Portfolio Manager in a Bank / Wealth Mgt firm
- Good knowledge on Financial Markets and Products
- CFP, NISM V-A, certifications desirable
- Good Communication skills
Location : Bangalore
About the company
Industry
Executive Search Services...
Company Size
2-10 Employees
Headquarter
Bangalore
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