Job Overview: Join our team as a Relationship Wealth Manager in Perumbavoor, Kerala. In this role, you will be responsible for managing client portfolios, providing financial advice, and building strong relationships with clients to help them achieve their financial goals.

Job Details: As a Relationship Wealth Manager, you will work closely with clients to understand their financial needs and develop personalized investment strategies. You will monitor market trends, analyze investment opportunities, and provide recommendations to help clients grow their wealth.

Responsibilities:

• Manage client portfolios and investment accounts.
• Provide financial advice and guidance to clients.
• Develop and implement personalized investment strategies.
• Monitor market trends and investment performance.
• Build and maintain strong relationships with clients.

Requirements:

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

Benefits:

• Competitive salary and bonus structure.
• Health insurance and retirement benefits.
• Professional development opportunities.

Other Details: This is an exciting opportunity for a motivated individual to advance their career in the finance industry. If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply for the Relationship Wealth Manager position in Perumbavoor, Kerala.

We look forward to reviewing your application and welcoming you to our team!