FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Wealth Manager

Type:
Full Time
Location:
Noida Sector-125
Description:

Company Name : Elite Wealth

Visit at www.elitewealth.in .

Job Role :

  • Responsible for acquisition of new clients.
  • To act as a business partner by active participation in planning and implementation of new strategies.
  • Responsible for building new relationship with the clients.
  • To handle client retention through excellent client service.
  • Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc..
  • To handle business development vertical along with the key team leaders.
  • To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc.

    • Job Specification :

    Must be certified financial planner.

  • Good Communication skills.
  • Good financial knowledge.
  • Adaptable.
  • He must have his own conveyance (Bike/Car).
  • Flexible.

    • Reporting to : Vice President

    No.of Vacancies : 1

    Remuneration : As per industry norms

    Experience Requirement: Freshers, Pursuing CFP Certification

    The employer is also open to reimbursing CFP examination fee, after completing the certification.

    Additional Benefits : In-depth product training by our experienced professionals.  Excellent career development opportunity to enhance your financial knowledge.  Learn and earn policy in which new joinee can clear 5 NISM certifications.

    About Us :

    Elite Wealth Limited, more popularly known as Elite Wealth, is one of today’s a wealth advisory and financial services. Elite Wealth offers a wide range of wealth generation solutions to individuals and institutions based on creative value-investing ideas. Its strength lies in its customer-centric approach and a firm commitment to make your money work for you.

    Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions.

    Share your resume with email subject line – “Ref” FPSB India”

    Hiring Manager Details:

    [email protected]