Wealth Manager

Job Type: Full Time

Role: Experienced

Min CTC: 3 LPA

Max CTC: 6 LPA

Experience: 1 to 3 years

Locality: Bangalore, Hubli, Tumkur

Eligibility: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner

Overview:

We are looking for dedicated and enthusiastic Virtual Wealth Managers/Appointment Setters to join our team. In this role, you will play a crucial part in connecting with potential clients, setting appointments, and managing client relationships. Your expertise in wealth management and ability to communicate effectively will help drive our mission of providing exceptional financial services.

Key Qualifications:

• Proven experience in wealth management, financial planning, or a related field
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency with financial software and tools
• Excellent organizational and time-management skills
• A proactive and client-focused mindset

Company Description

Workassist is an online recruitment and employment solution platform in India. We provide relevant profiles to employers and jobs to job seekers across different industries and experience levels. With a focus on e-recruitment technology, we quickly adapt to the new normal and assist job seekers with the best opportunities and employers with the best talent worldwide. We work with many recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal, to help them recruit great emerging talents.

Visit our website for a seamless job search experience.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you