TalentAQ

TalentAQ

Wealth Manager

FinanceFull TimeKolkata, West bengal

Required Skills
1 skills

Mutual Funds

Job Description

We are seeking a motivated Wealth Manager to join our team. In this role, you will be responsible for providing financial advice and investment solutions to clients, helping them achieve their financial goals. Key Responsibilities: * Develop and maintain strong relationships with clients. * Assess clients' financial situations and provide tailored advice. * Recommend suitable investment products, including mutual funds. * Monitor investment performance and make adjustments as needed. * Stay updated on market trends and financial regulations. Required Skills: * Strong knowledge of mutual funds and financial markets. * Excellent communication and interpersonal skills. * Ability to analyze financial data and provide sound advice.
We are seeking a motivated Wealth Manager to join our team. In this role, you will be responsible for providing financial advice and investment solutions to clients, helping them achieve their financial goals. Key Responsibilities: * Develop and maintain strong relationships with clients. * Assess clients' financial situations and provide tailored advice. * Recommend suitable investment products, including mutual funds. * Monitor investment performance and make adjustments as needed. * Stay updated on market trends and financial regulations. Required Skills: * Strong knowledge of mutual funds and financial markets. * Excellent communication and interpersonal skills. * Ability to analyze financial data and provide sound advice.