Wealth Advisor (Pune)

Wealth Advisor (Pune)

04 Nov
|
SEVEN CONSULTANCY
|
Pune

04 Nov

SEVEN CONSULTANCY

Pune

Manage client relationships, provide investment guidance aligned with financial goals and risk appetite, monitor portfolios, and ensure smooth client onboarding and servicing.
ontact at- (phone hidden)

Required Candidate profile

Robust knowledge of financial markets, investment products, and portfolio management.
Experience in client relationship management and business development.

📌 Wealth Advisor (Pune)
🏢 SEVEN CONSULTANCY
📍 Pune

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