Investment Adviser
7 days left
- Recruiter
- Truemind Capital Services
- Location
- Nehru Place, Delhi (IN)
- Salary
- Negotiable
- Posted
- 25 Feb 2021
- Closes
- 26 Apr 2021
- Ref
- Wealth Management
- Industry Sector
- Fintech/Insurtech, Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
- Advising clients on investment planning and strategies
- Preparing reports and presentations for investor awareness
- Acquiring new clients to increase asset under advisory
- Educating potential clients regarding the various services offered by the firm
- Help in creating content for social media marketing
Years of misselling has created a high trust deficit in the investment management space and there is a demand for trustworthy advisors.
There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team.
We do not earn commissions from recommended investment products and charge fees for value-added services to our clients.
RMs/WMs who would like to move from distribution to SEBI RIA for a brighter future should apply here.
Similar jobs
More searches like this
- Investment Advisor/Consultant Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors
- Relationship Management Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors
- Wealth Management Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors