Wealth Manager Consultant
Devere Group India Investment Advisors · Gurugram · onsite · Posted 41d ago
₹12.0L - ₹60.0L PA5–10 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities:
* Provide expert advice on wealth management strategies
* Manage client portfolios with investment knowledge
* Collaborate with cross-functional teams on new business opportunities
Perks and benefits
Performance bonus, Sales incentives, Gratuity, Provident fund, Maternity leaves, Paternity leaves, Job/soft skill training, Prevention of sexual harrassment policySourced from naukri
Skills
Experience in retirement planning and consultingExperience of Managing a substantial client bookKnowledge of the investment industry and various investment productsStrong background in financial planning and finance