Wealth Manager at Moneyfrog Financial Services Pvt. Ltd.

Job Description:

Latest job information from Moneyfrog Financial Services Pvt. Ltd. for the position of Wealth Manager. If the Wealth Manager vacancy in Mumbai matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Moneyfrog Financial Services Pvt. Ltd. for the position of Wealth Manager below matches your qualifications.

Job Description: Relationship Manager - Wealth - Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: - Build and maintain strong relationships with HNI clients. - Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. - Conduct regular portfolio reviews and risk assessments. - Identify and onboard new clients to expand the business portfolio. - Offer customized investment and financial planning solutions. - Stay updated on market trends, financial products, and regulatory changes.

Job Info:

• Company: Moneyfrog Financial Services Pvt. Ltd.
• Position: Wealth Manager
• Work Location: Mumbai
• Country: IN

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Wealth Manager at the office Mumbai above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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