Job Details

Wealth Manager

Prakhar Softwares Solutions Pvt.Ltd
Delhi / NCR

Skills : Wealth Management, Investment Advisory, High-Net-Worth Clients, Portfolio Management, Asset Allocation, Estate Planning

Description :

Job Title: Wealth Manager

Experience : 3-8 years

Location : New Delhi

Job Description:

Develop and maintain relationships with high-net-worth clients to understand their financial needs and objectives.
Provide investment advisory services, asset allocation strategies, and risk management solutions tailored to clients’ goals.
Conduct financial planning, retirement planning, estate planning, and tax optimization strategies.
Monitor financial markets and recommend portfolio adjustments based on market conditions and client preferences.
Ensure compliance with financial regulations, wealth management best practices, and fiduciary responsibilities.
Collaborate with internal teams, including financial analysts, tax consultants, and legal advisors, to deliver holistic financial solutions.
Identify new business opportunities and expand the firm's wealth management client base.

Job Overview

Posted date : 2025-03-06
Location : Delhi / NCR
Vacancy : 3
Job nature : Full Time
Salary : Not Disclosed
Job Shift : Morning

Job Title :- Wealth Manager

Location :- Delhi / NCR

Company Name :- Prakhar Softwares Solutions Pvt.Ltd

Do you have any of the relavant or Equivalent Qualification ? (Any Post Graduate )

Yes

Do you have relevant experience of this job (3 Yr - 8 Yr)

Yes

Do you have relevant skill for this job ?(Field Sales Executive, sourcing new prospects, closing sales deals, negotiating, maintaining positive customer relations, Excellent convincing skills, client handling ability.)

Yes

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