Private Wealth Manager
Ashok Nagar, Bangalore
2 years
Equity TradingPortfolio ManagementCustomer Relationship ManagementFinancial ConsultingRisk AssessmentMarket AnalysisRegulatory ComplianceQuantitative investment strategiesBrokerageFinancial InstrumentsShare Market KnowledgeCommunication SkillNegotiationFinancial PlanningCustomer ServiceData AnalysisMS ExcelCRM software by Suite Inc.Wealth ManagementIndian Financial SystemNISM Series-VNISM Series VIII Equity Derivatives
Job Description:
Overview
This role focuses on managing and growing high-net-worth client portfolios through strategic equity trading and personalized wealth management solutions. The position demands expertise in equity markets and client relationship management to maximize investment returns and client satisfaction.
Responsibilities
- Execute equity trades efficiently while adhering to regulatory and compliance standards.
- Develop and maintain strong relationships with clients to understand their financial goals and risk appetite.
- Provide tailored investment advice and portfolio management services to optimize client wealth.
Requirements
- 2 to 8 years of experience in equity dealing and wealth management within the brokerage industry.
- Strong knowledge of equity markets, trading platforms, and financial instruments.
- Excellent communication and interpersonal skills to manage client relationships effectively.
Nice-to-Haves
- Familiarity with regulatory frameworks governing equity trading and wealth management in India.
- Proficiency in financial analysis and portfolio management software.
- Experience working in major financial hubs such as Bangalore and Calicut, Thrissur, Shimoga, Mangalore, Mysore, Hyderabad.
Contact Details-:
Priyamd103@gmail.com | Plinfo.cv@gmail.com
Mob No -: 8105734745
https//www.plinfoconsulting.com
