Job Overview:

We are seeking a First Wealth Relationship Manager to join our team in Ajmer, Rajasthan. This role involves providing personalized financial solutions to clients to help them achieve their wealth management goals.

Job Details:

The First Wealth RM will be responsible for building and maintaining relationships with high-net-worth individuals, offering investment advice, and ensuring client satisfaction.

Responsibilities:

• Develop and implement personalized wealth management strategies.
• Provide investment advice and financial planning services.
• Build and maintain strong relationships with clients.
• Monitor and review client portfolios to ensure alignment with financial goals.
• Stay updated on market trends and investment opportunities.

Requirements:

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

Benefits:

• Competitive salary and bonus structure.
• Comprehensive health and wellness benefits.
• Opportunities for professional growth and development.

Other Details:

This role offers a unique opportunity to work with affluent clients in Ajmer, Rajasthan, and make a meaningful impact on their financial well-being. Join our team and be part of a dynamic and supportive work environment.

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