Posted:3 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be taking zoom meetings and have good knowledge of Mutual Funds. Key responsibilities include building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Qualifications for this role include a Bachelor's degree in Finance, Economics, or a related field, experience in wealth management, private banking, or financial advisory preferred, basic knowledge of investment strategies and financial planning, and excellent communication and relationship management skills. This is a full-time position suitable for both experienced professionals and freshers. The work location is in person at Sector 9D, SCO 14-15, Top Floor, Chandigarh. The working hours are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM with the 4th Saturday off. Benefits include cell phone reimbursement and a performance bonus. The schedule is a fixed day shift from Monday to Friday.,

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