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