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Wealth Manager
Eureka Stock & Share Broking Services
posted 18d ago
Job Role Insights
Key skills for the job
Job Description
- Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
- Collaborating with internal teams, to offer comprehensive financial solutions to clients.
- Helping the company meet its financial objectives through personalised financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Employment Type: Full Time, Permanent
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What people at Eureka Stock & Share Broking Services are saying
Wealth Manager salary at Eureka Stock & Share Broking Services
reported by
3
employees
₹5.4
L/yr - ₹6.9
L/yr
18%
less
than the average Wealth Manager Salary in India
View more details
What Eureka Stock & Share Broking Services employees are saying about work life
based on 14 employees
Monday to Saturday
No travel
Day Shift
Eureka Stock & Share Broking Services Benefits
View more benefits
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