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- Experiencia
- Cualquier
- Salario
- INR 1,200,000 – INR 1,800,000 / year
- Vacantes
- 1
- Al corriente
- hace 1 semana
- Work mode
- En la oficina
- Resume
- Required to apply
Where you'll work
Descripción del trabajo
About the Company
The organization is a modern wealth management business founded by entrepreneurs from IITs and IIMs. It is built around technology and has developed a contemporary platform for wealth management over the last five years. The platform now includes more than 100 investment products and has gained the confidence of thousands of clients.
Role Overview
This position is for a Wealth Manager based in Bengaluru. The role focuses on guiding high-net-worth clients with personalized financial planning, investment recommendations, and portfolio oversight.
Responsibilities
- Advise HNI clients on wealth creation and financial planning strategies.
- Monitor and manage mutual fund portfolios as well as PMS-based investment approaches.
- Work within applicable regulatory and compliance requirements at all times.
Perks and Benefits
- Provident fund.
- Health insurance coverage.