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Amar Sandhu

Executive Resource at Up Man Placements

Last Login: 18 May 2022

Job Views:  
66
Applications:  13
Recruiter’s Activity:  5

Job Code

1093790

Wealth Manager - BFS

5 - 15 Years.Ahmedabad/Gujarat
Posted 2 years ago
Posted 2 years ago

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include: relationship management, helping clients with account details, and providing advice on financial investments.

Wealth Manager Responsibilities:

- 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.

- Able to understand complex information.

- Strong mathematical skills.

- Confidence.

- Good presentation skills.

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Posted By

user_img

Amar Sandhu

Executive Resource at Up Man Placements

Last Login: 18 May 2022

Job Views:  
66
Applications:  13
Recruiter’s Activity:  5

Job Code

1093790

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