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Wealth Manager

Navi Mumbai
Full-Time
Mid-Level: 4 to 6 years
5L - 8L (Per Year)
Posted on Jul 10 2023

Not Accepting Applications

About the Job

Skills

Wealth manager
Financial Advisory
financial planning

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.

To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

  • Advising clients on financial products and services.
  • Buying and selling stock on behalf of the client.
  • Managing investments.
  • Conducting planning services.
  • Providing tax planning services.
  • Providing estate planning services.
  • Degree in finance, economics, management, or related field.
  • Previous experience in financial services.
  • Must be analytical.
  • Able to understand complex information.
  • Strong mathematical skills.
  • Confidence.
  • Good presentation skills.

About the company

Uponly.in is among Indias leading wealth management company led by a Mumbai based team of techno-financial experts working on a mission to bring transparency, simplicity, and convenience in the way people invest their money

Industry

Financial Services

Company Size

201-500 Employees

Headquarter

Navi Mumbai

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