Wealth Manager D. R. SHARE AND STOCK BROKERS PVT. LTD.
D. R. SHARE AND STOCK BROKERS PVT. LTD.
Office Location
Full Time
Experience: 0 - 0 years required
Pay:
Salary Information not included
Type: Full Time
Location: Chandigarh
Skills: Financial planning, Investment Strategies, Mutual funds, Relationship management, Communication skills, Market Trends Analysis
About D. R. SHARE AND STOCK BROKERS PVT. LTD.
Job Description
The Wealth Manager will be responsible for managing client portfolios, providing financial planning advice, and implementing investment strategies to help clients achieve their financial goals. You will be taking zoom meetings and have good knowledge of Mutual Funds. Key responsibilities include building and maintaining relationships with high-net-worth clients, developing and implementing investment strategies based on client needs, and monitoring market trends to adjust client portfolios accordingly. Qualifications for this role include a Bachelor's degree in Finance, Economics, or a related field, experience in wealth management, private banking, or financial advisory preferred, basic knowledge of investment strategies and financial planning, and excellent communication and relationship management skills. This is a full-time position suitable for both experienced professionals and freshers. The work location is in person at Sector 9D, SCO 14-15, Top Floor, Chandigarh. The working hours are Monday to Friday from 08:50 AM to 05:30 PM and Saturday from 10:00 AM to 02:00 PM with the 4th Saturday off. Benefits include cell phone reimbursement and a performance bonus. The schedule is a fixed day shift from Monday to Friday.,