Wealth Manager - Sales - Bank (3-12 yrs)
Opening for Wealth Manager/Relationship Manager Role for Guwahati, Patna, & Bhubaneswar locations
Qualifying parameters:
- Should have a minimum of 3 years of experience in Catering HNI & ultra HNI Clients, Financial Planning, Portfolio Management, Client Acquisition.
- Should have the stability of a minimum of 5 years of experience in the current company.
- Should be from BFSI & NBFC sector only.
- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
- Wealth Manager Requirements:
- Degree in finance, economics, management, or related field.
- Previous experience in financial services.
- Must be analytical.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
