Merits Capital Market Services
Location
Delhi | India
Job description
Responsibilities :
- Must be only from Banks or Fintech companies - Must have own clients - Build and maintain strong relationships with high net worth clients, understanding their unique financial needs and goals. - Develop and implement investment strategies that align with clients' goals and risk tolerance. - Manage clients' portfolios, including making investment decisions, monitoring performance, and rebalancing portfolios as needed. - Conduct thorough market research and analysis to identify investment opportunities and manage risk. - Provide comprehensive financial planning services, including retirement planning, tax planning, and estate planning. - Prepare reports and other materials for clients, providing regular updates on portfolio performance and investment strategies. - Comply with all relevant regulations and laws governing financial advice and investment management. Qualifications : - Degree in finance, economics, or a related field. - At least 10 years of experience in wealth management or a related field. - Strong analytical skills and ability to conduct thorough market research and analysis. - Excellent communication skills, with the ability to explain complex financial concepts in a clear and understandable manner. - Proactive and responsive, with the ability to provide timely updates and recommendations to clients. - Relevant certifications and licenses, such as a Certified Financial Planner (CFP) designation or a Securities and Exchange Commission (SEC) license, preferred. - If you are a highly motivated and experienced Wealth Manager looking for an exciting opportunity to join a dynamic and growing team, we encourage you to apply. Please submit your resume and cover letter for considerationJob tags
Salary
