Wealth Management Advisor
FUNDSMART FINSERV PVT LTD
Posted
yesterday
Pune, Maharashtra
Onsite
INR 50K
Full Time
Sema Summary
The Wealth Management Advisor role at FUNDSMART FINSERV PVT LTD involves providing financial advice and services to clients in Pune, Maharashtra. The position demands strong analytical skills and knowledge of investment strategies. As a full-time position, candidates should have mentorship capabilities and the ability to manage client relations effectively. Notable benefits include potential career growth in a well-established firm. Experience level expectations are not specified.
About Company
FUNDSMART FINSERV PVT LTD specializes in wealth management and financial advisory services, helping clients achieve their financial goals.
Core Requirements
- Bachelor's degree in Finance
- Strong analytical skills
- Experience in client relations
- Knowledge of investment strategies
- Effective communication skills
Responsibilities
- Provide financial advice to clients
- Analyze client portfolios
- Develop investment strategies
- Manage client relationships
- Conduct market research
- Prepare financial reports
- Collaborate with financial teams
Must Have skills
Nice To Have Skills
Job Keywords
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