Job highlights

- Oral and written communication skills. Interpersonal & consultative skills. Domain knowledge. Should be familiar with key software.
- Wealth managers primarily offer services for high-net-worth individuals and ultra-high-net-worth individual.
- You have the prospect to leverage a vast range of products and resources to deliver solutions that meet the unique financial needs and goals of individuals and families.
- Exceptional analytical and conceptional thinking skills.
- The ability to understand stakeholders and work closely with them to determine acceptable solutions.
- Giving advice on financial investments.
- Track and update client s portfolio.
- Assess the client s exposure to risk. Educate the client on mitigating risks.




- Add value to the client and stay ahead of the competition by structuring and implementing innovative deals in working capital, term loan and project finance. Products to be handled Direct Equity, Futures & Options Online and Offline platform.

- Mutual Funds Investing in both Indian and International markets and across multiple asset classes. Portfolio Management Services (PMS) across equity, debt and real estate. Bonds / Deposits Issued by Government, and Corporate, Life & General insurance, AIF.

Oral and written communication skills.

Interpersonal & consultative skills.

Domain knowledge.

Should be familiar with key software.

Problem solving skills

Meeting set targets month on month

📌 Wealth Manager (Salem)
🏢 iQuantsGraph
📍 Salem