Opening Details

Wealth Manager
  • Salary:

    Upto 9 Lpa

  • Location:

    Chennai

  • Function:

    Sales & Business Development

  • Industry:

    Insurance

Job Description

  • Build and manage relationships with high-net-worth clients

  • Provide tailored financial and investment advice
  • Develop strategies for wealth creation, protection, and growth
  • Monitor and adjust portfolios based on market trends
  • Ensure compliance with financial regulations

Desired Candidate Profile

  • 3+ years of experience in wealth management or financial advisory

  • Strong communication and interpersonal skills
  • Knowledge of investment products and financial planning
  • Certifications like CFP/CFA are a plus

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