Senior Wealth Manager
- Full Time
- Jaipur/ Kalyan/ Delhi/ Surat/ Chennai/ Bangalore/ Thane
Company Name : Kedia Capital Services
About Us : Kedia Capital Services established in year 2003 as a Commodity Broker which later on turned into the India's 1st Unified Licensed Stock Broker by SEBI. And In the year 2020, with SEBI RIA licensed approval entered into the Wealth Management Industry with expanded offerings into Stocks, MF, AIF, PMS, Financial Planning & other Wealth Products to individuals & Corporates. With the vision to become India's leading Wealth Management Solution provider, we are expanding to various states in India. Thus, we are looking for talent professional who are passionate to build career in the Wealth Management Industry.
No. of Vacancies : 15
Qualification : Graduate/PG/MBA + CFP/CWM/NISM XA&B/Other relevant Certifications
Experience : 3 - 7 Years
Job Roles & Responsibilites :
- Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software
- Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of at least Rs. 10 Crore.
- Knows & Understand the Importance of Asset Allocation & Financial Planning
- Able to Spread awareness among Individual or group of individuals about Wealth/Financial Planning
- Understand the SEBI & Comply with the Company Policies
- Knows how to present him/herself.
What are we looking for? : Have already managed an assets worth of at least Rs. 10+ Crore AUA Experience of Creating Financial Plans & managing wealth. Targets are Motivation to help Clients in Creating their wealth
Salary: No Bar for Deserving Applicant
- Hiring Manager Details: