Wealth Manager

JITO; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial services firm in Mumbai is seeking an experienced wealth manager to engage with HNI and retail clients. The role involves managing client communications, staying updated with financial news, and addressing key investment issues. This is a full-time permanent position requiring a proactive approach to problem-solving in investment solutions. Strong interpersonal skills and knowledge of products and services are essential for success in this role.

Qualifications

• Experience in wealth management or financial services.
• Ability to engage effectively with clients.
• Strong problem-solving skills to find investment solutions.

Responsibilities

• Manage communications with clients.
• Stay updated with any financial news.
• Address key investment issues of clients.

Job description

Unlisted Tiger • Mumbai • Posted in 13 days • Updated in 13 days

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: EntryLevel

Travel Requirements:

Skills:

We are looking for an experienced wealth manager to manage HNI and retail clients. The person will directly engage with key peole to address problems and finding investment solutions.

Responsibilities

Manage communications with clients.Be up -to-date with any financial news.Be well aware of all product and services offerings from the firm.Address key investment issues of clients.