Wealth Manager @ Wealthy

Home > Trading, Asset & Wealth Management

Wealth Manager

Wealthy
3 - 8 years
Bengaluru
7 months ago
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Job Description

Will be responsible for acquiring HNi clients and providing personalized financial planning and investment management services. developing comprehensive financial plans, conducting client meetings, and offering tailored advice and building wealth

Health insurance
Sales incentives
Provident fund

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Wealthy
Location(s): Bengaluru

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Keyskills: Wealth Management Client Management English HNI Financial Products Sales Client Acquisition Insurance Sales Mutual Funds Sales Hindi Investment Management Wealth products

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₹ 12-15 Lacs P.A

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Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

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Wealth Manager @ Wealthy

Home > Trading, Asset & Wealth Management

Wealth Manager

Job Description

Job Classification

Contact Details:

Create password

Create password

Similar positions

Relationship Manager - Dmat A/c Sales

Wealth Sales & Advisory

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