Elite Wealth Limited
Noida – www.elitewealth.in – 19/11/2021
Salary – 4 LPA
Job Title
Assistant Manager – Wealth Management
Company Profile
- 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.
Job Profile & Responsibilities
- Responsible for portfolio management of existing clients.
- To acquire new clients for wealth management by increasing
the assigned AUM size. - To understand the financial requirement of the clients and accordingly provide them the best suitable financial product.
- To handle client retention through excellent client service.
- To actively participate in planning and implementation of new strategies.
- To prepare financial reports for the clients as per their requirement.
- To prepare corporate presentation.
Preferred Qualifications
- Graduate or post graduate.
Desired Candidate Profile
- Good Communication skills.
- Good financial knowledge.
- Adaptable.
- He must have his own conveyance (Bike/Car).
- Flexible.
- Good comment of MS Excel.
