Job Overview:

We are seeking a Wealth Manager/Sr Wealth Manager to join our team in Mangalore, Karnataka. In this role, you will be responsible for providing financial advice and investment strategies to clients to help them achieve their financial goals.

Job Details:

The ideal candidate will have a strong background in wealth management, financial planning, and investment management. You will work closely with clients to understand their financial needs and provide tailored solutions.

Responsibilities:

• Develop personalized financial plans for clients.
• Monitor and adjust investment portfolios based on market trends.
• Provide ongoing financial guidance and support to clients.
• Identify new business opportunities and expand client base.
• Stay up-to-date on industry trends and regulatory changes.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Proven experience in wealth management or financial advisory.
• Strong analytical and communication skills.

Benefits:

• Competitive salary and bonus structure.
• Health, dental, and vision insurance.
• Professional development opportunities.

Other Details:

This position offers a unique opportunity to work with a diverse client base in Mangalore, Karnataka. Join our team and make a positive impact on the financial well-being of individuals and families.

We look forward to reviewing your application and welcoming you to our team in Mangalore, Karnataka!