Zigsaw

Wealth Manager

Jaipur Group Jaipur Negotiable

Job Description

IIFL Securities Limited is hiring candidates for the below-mentioned position Wealth Manager Experience:- 3 to 8 years Job Description:- Job Description:- * Acquisition & managing High Net Worth / Ultra High Net Worth customers * Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements * Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. * Ensure highest levels of customer service to these HNI customers.

Wealth Manager

Job Description

Education/Experience

Job Summary