Description
This is a Full time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in New Delhi. The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients. The position on- site role,.
As a Wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experience.
You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans etc.
You also counsel them what is their short term and long term goals.
Keep track of the client's portfolio and monitor the various market fluctuation to ensure there is minimal threat of risks or losses.
increase client database by meeting new clients and taking references from the existing ones and hence build AUM.
Make changes and modifications to the investment according to the lifestyle and financial changes that occur in the client's life.
PLEASE NOTE THAT THIS JOB ROLE IS ONLY FRESHER AND INTERN CANDIDATES
IF interested please drop an WhatsApp message at
Location- Delhi NCR
CTC: As per the industry standards
Knowledge
Product Knowledge- knowledge of all the products related to Mutual Fund, PMS, Life Insurance, General Insurance, AIF, United Space. REIIT will be an added advantage.
Qualifications
Any Graduate/Post Graduate/CFA/CFP/CA
CTC.
Joining Gift Hamper+ Yearly Bonus+ Highest Incentive+ Travelling Reimbursement +Foreign Trips
Financial Services
Full-time
Posted Date: 24 Dec 2024
Reference: JS2870789098
Employment Agency: ALPHA SQUARE ACADEMY
Contact: ALPHA SQUARE ACADEMY