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Wealth Manager

Wealth Manager

Humantra Hr Solutions

1 - 6 years

3 - 5 Lacs

hyderabad mumbai (all areas)

Posted:None| Platform:

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Skills Required

wealth management financial sales investment advisory equity sales financial advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Advising clients on financial products & services.
Prospect, acquire & retain clientsCoordinate with product & research team for taking investment decisionAchieve budgeted targets in terms of number of clients/volume of business & assets

Required Candidate profile

Build & maintain client basesPrevious exp in Financial ServicesAble to understand complex informationGood presentation skills & ConfidenceGood experience in Wealth managementMust be analytical

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Wealth Manager