Jobs›Wealth Manager, Mumbai

Wealth Manager

Latin Manharlal Group · Mumbai
Pay₹25,000–40,000a month, as listed
WhereMumbaiMaharashtra
TypeFull time
Posted15 Oct12 days ago, via Apna
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job

We're looking for a skilled Wealth Manager to provide expert financial guidance to our clients, helping them achieve their financial goals. The ideal candidate will have a strong background in investment management, financial planning, and client relationships. Responsibilities: - Manage client portfolios and develop personalized financial plans - Provide investment advice and guidance - Build and maintain strong client relationships - Identify new business opportunities - Collaborate with internal teams to deliver exceptional client service Requirements: - 2-3 years of experience in wealth management or financial services - Professional certifications (e.g., CFP, CFA) - Strong knowledge of investment products and financial markets - Excellent communication and interpersonal skills

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