Wealth Relationship Manager
- Employer
- Vartul Solutions Private Limited
- Location
- Mumbai
- Salary
- Based on experience of the candidate
- Closing date
- Mar 19, 2021
View more
- Job Function
- Relationship Management, Wealth Management, Other
- Industry Sector
- Fintech/Insurtech
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
- Education
- Masters
Wealth Relationship Manager for Multipie
Multipie is a community of investors to learn, share and collaborate in a trusted environment.
As we build a thriving community around the shared interest of investing, we are hiring a Relationship Manager for emerging affluent wealth management clients.
Qualification:
CA / CFA / MBA
Post graduate
1-3 years of experience
Location: Mumbai, Remote work till COVID
Skills required:
Good written communication skills
Good idea of financial markets
Knowledge of investment products for individuals
Savvy with fintech products
Preferred experience:
Should have worked in wealth management or MF industry
Functions:
Keep abreast of market trends, new issuances, financial results etc.
Build a curated knowledge center
Build FAQs for clients queries related to investments and portfolios
Guide clients and address their investments needs aided by our proprietary algorithm models
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