Job Overview: Join our team as a Wealth Relationship Manager in Jhunjhunu, Rajasthan. In this role, you will be responsible for managing client portfolios and providing financial advice to help them achieve their financial goals.

Job Details: As a Wealth Relationship Manager, you will work closely with clients to understand their financial needs, develop investment strategies, and monitor market trends to optimize their portfolios.

Responsibilities:

• Build and maintain relationships with clients
• Assess client financial goals and risk tolerance
• Create personalized investment plans
• Monitor and adjust portfolios based on market changes
• Provide ongoing financial advice and updates to clients

Requirements:

• Bachelor's degree in Finance or related field
• Series 7 and 66 licenses
• Proven experience in wealth management
• Strong analytical and communication skills

Benefits:

• Competitive salary
• Health insurance benefits
• Professional development opportunities

Other Details: This role requires a deep understanding of financial markets and the ability to build trust with clients. If you are passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity in Jhunjhunu, Rajasthan.

We look forward to welcoming dedicated individuals who are ready to make a positive impact in the financial industry. Apply now and be part of our team!