As the company works on advisory model, the Wealth Manager will be responsible for the promotion, development and handling of client relationships related to financial planning and wealth management.
The capacity utilization of a WM will be as follow
1. Marketing activities including moving into the market €“ 60%
2. Handling of portfolio including doing technical analysis- 30%
3. Tax planning €“ 10%
- Experience
2 - 3 Years
- No. of Openings
5
- Education
Post Graduate (Other Master Degree, Post Graduate Diploma, M.B.A/PGDM)