Wealth Manager

Preface:
The Wealth Manager will be required to move into the market and promote
services of the company, brief people about the utility of our services and
handle operational and technical issues of our existing clientele.
Skills Required
1. Degree in finance, economics, management, or related field
2. Previous experience in financial services
3. Must be analytical
4. Good presentation skills
KRA
1. Managing investments
2. Create Leads Pipeline
3. Advising clients on financial products and services
4. Buying and selling stocks on behalf of the client
5. Stay Updated of Financial Market Events
6. Providing tax planning services