Senior Wealth Manager - Client Management - NBFC

Sr Wealth Manager ( Client Management)

Hiring for Sr Wealth Manager ( Client Management)

NBFC

Location : Chandigarh

Salary : Upto Rs 30 LPA

- NISM V-A, X-A & X-B certifications

- Must have 9 + years of experience

- Candidate must have experience in financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.

- Must understand the client requirement and work on investment portfolio

- Handhold customers throughout their investment journey.

- Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Work on Investment performance reports, financial documents, summaries, and income projections.