wealth manager

wallet Finserv

Guwahati

On-site

INR 400,000 - 700,000

Full time

14 days+

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Job summary

An established industry player is seeking a Wealth Manager to join their team in Guwahati. This full-time, on-site role involves financial planning and investment management, ensuring clients receive expert guidance on their financial matters. The ideal candidate will possess strong analytical and problem-solving skills, along with excellent interpersonal and communication abilities. If you are passionate about finance and eager to help clients achieve their financial goals, this is an exciting opportunity to make a significant impact in the wealth management sector.

Qualifications

  • Experience in financial planning and investment management is essential.
  • Strong analytical and communication skills are required.
  • Strong analytical and problem-solving abilities in a client-facing role.
  • Excellent interpersonal and communication skills, with ability to explain complex financial concepts.

Responsibilities

  • Responsible for financial planning and investment management for clients.
  • Oversee investments and handle finance matters on behalf of clients.
  • Handle finance matters and provide advisory services to clients.

Skills

Financial Planning
Investment Management
Analytical Skills
Problem-Solving
Interpersonal Skills
Communication Skills
Analytical thinking
Problem solving
Communication skills
Interpersonal skills

Job description

3 days ago Be among the first 25 applicants

Wallet Finserv is a wealth management company headquartered 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
Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

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