Key Responsibilities
Develop and manage relationships with high-net-worth individuals (HNWIs) and clients.
Assess clients’ financial situations, goals, risk tolerance, and investment preferences.
Provide advice on:
Investments
Retirement planning
Tax planning
Estate planning
Insurance solutions
Build customized wealth management and portfolio strategies.
Monitor investment performance and market trends.
Coordinate with investment analysts, bankers, tax advisors, and legal professionals.
Ensure compliance with financial regulations and company policies.
Generate recent business through networking, referrals, and client acquisition.
Pay: ₹450,000.00 - ₹550,000.00 per year
Advantages:
Cell phone reimbursement
Provident Fund
Work Location: In person
📌 Senior Wealth Manager Kandivali (India)
🏢 Promore
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.