Wealth Manager (Bangalore Metropolitan Area)

Wealth Manager (Bangalore Metropolitan Area)

13 Aug
|
MK Group Jobs
|
Bangalore Metropolitan Area

13 Aug

MK Group Jobs

Bangalore Metropolitan Area

Company Description
MK GROUP JOBS & PLACEMENT is an integral unit of MK GROUP OF COMPANY and a leading HR recruitment, manpower outsourcing, staffing, and payrolling organization serving multiple MNC clients across BFSI, manufacturing, education, aviation training and placement, IT, telecom, and civil infrastructure services. The company maintains partnerships with more than 35 top colleges and universities nationwide, supporting a strong pipeline for training and placement. MK GROUP offers comprehensive professional training programs, including soft skills, hardware networking, FTTx & FTTH, CISCO routing and switching, OFC splicing, OTDR, and a range of IT software courses with a focus on assured placements. As part of the broader MK GROUP OF COMPANY, it provides integrated solutions in education, career services, aviation training, IT services, civil engineering infrastructure, digital marketing, e-commerce, and retail. Headquartered in India’s millennium city, MK GROUP collaborates with leading organizations globally, offering diverse career growth opportunities.





Role Description
This is a full-time, on-site Wealth Manager role based in the Greater Bengaluru Area. The Wealth Manager will work with individual and corporate clients to understand their financial goals, assess risk tolerance, and design tailored financial plans. Responsibilities include advising on investment options, managing portfolios, monitoring market trends, and regularly reviewing performance against client objectives. The role involves evaluating insurance needs, recommending appropriate coverage, and coordinating with internal and external partners to deliver comprehensive wealth and risk management solutions. The Wealth Manager will prepare reports, present recommendations, maintain accurate client records, and ensure all activities comply with relevant regulations and organizational policies.

Qualifications
- Candidates should possess robust skills in Financial Planning and Finance to an

📌 Wealth Manager (Bangalore Metropolitan Area)
🏢 MK Group Jobs
📍 Bangalore Metropolitan Area

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