Wealth Manager

Vinca Wealth Bangalore; Electronic City; On-site; INR 600,000 - 800,000; Full time

Job summary

Vinca Wealth Bangalore is seeking a candidate to conduct research on mutual funds, PMS, alternatives, and other investment products.

The role includes initiating periodic client portfolio reviews and assisting in portfolio rebalancing based on investment objectives and market conditions. This position falls under Trading, Asset & Wealth Management and requires an undergraduate degree (Any Graduate).

Qualifications

• UG degree in any field is acceptable.
• Experience in wealth management or investment products is a plus.

Responsibilities

• Conduct research on Mutual Funds, PMS, AIF, SIF, and other investment products.
• Initiate periodic client portfolio reviews and assist in portfolio rebalancing based on objectives and market conditions.

Skills

Mutual funds research

Portfolio reviews

Portfolio rebalancing

Education

Any Graduate

Job description

Posted: 2 days ago Openings: 1 Applicants: 100+

• Conduct research on Mutual Funds, PMS, AIF, SIF, and other investment products
• Initiate periodic client portfolio reviews and assist in portfolio rebalancing processes based on investment objectives and market conditions.

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Bhubaneswar, Chandigarh, Ahmedabad, Rajkot, Jaipur, Surat, Delhi / NCR, Raipur, Vadodara