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152 Serving Skill Jobs
Senior Wealth Manager - Financial Advisory/Stock Broking Firm (3-7 yrs)
Serving Skill
posted 3 days ago
Job Role Insights
Key skills for the job
Job Description
Senior Wealth Manager
Core Responsibility:
- Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
- Build and maintain strong client relationships by understanding their financial goals and providing regular portfolio updates.
- Provide strategic advice on stock market investments, including large-cap, growth, and undervalued stocks.
- Stay updated on market trends, perform equity research, and assist clients in making informed investment decisions.
- Collaborate with research teams and utilize technical platforms like Symphony XTS for seamless client portfolio management.
Desired Qualification:
- Bachelor's degree in Finance, Economics, or a related field; a CFA or CFP certification is preferred.
- Proven experience in wealth management or financial advisory within a stock broking firm.
- Strong knowledge of equity markets, investment strategies, and portfolio management.
- Excellent communication and relationship management skills.
- Proficiency in financial analysis and trading platforms.
Functional Areas: Other
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