Wealth Management Role - Sales - BFSI

Job Description :

- A Wealth Manager offers financial advice to high net-worth clients.

- Acquisition of new clients.

- Advising clients on financial products and services - (HNI/UHNI)

- Buying and selling stock on behalf of the client or convince them to invest in start-ups.

- Managing investments.

- Conducting planning services.

- Providing tax planning services.

- Providing estate planning services.