Wealth Manager
Job Description
Company Description Fisdom Private Wealth is a venture of Fisdom, India\'s leading wealth-tech company. The company aims to provide high net worth individuals (HNIs) with a reliable and robust technology platform for their wealth management needs. Fisdom Private Wealth follows a Phygital model, combining physical and digital services to offer best-in-class solutions to mass affluent and HNIs. Role Description This is a full-time on-site role for a Wealth Manager at Fisdom Private Wealth in Surat. As a Wealth Manager, you will be responsible for providing financial planning, investment management, and insurance services to clients. You will analyze clients\' financial situations, develop personalized investment strategies, and help clients achieve their financial goals. Additionally, you will stay updated with industry trends and provide expert advice to ensure optimal returns for clients. Qualifications Financial Planning and Investment Management skills Experience in managing investments and providing finance-related services Knowledge of insurance products Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to build and maintain client relationships MBA in Marketing or Finance. Bachelor\'s degree in Finance, Economics, or related field.
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Job Detail
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Job IdJD3295666
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSurat, Gujarat, India
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EducationNot mentioned
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ExperienceYear