Talent Acquisition at ZISPL
Views:14 Applications:20 Rec. Actions:Recruiter Actions:9
Wealth Advisor - Sales - Bank (1-7 yrs)
Key Points :
- Provide financial advice and planning services.
- Analyze client financial situations and adjust portfolios accordingly.
- Attract high-net-worth clients through various channels.
- Continuously review and align client portfolios.
- Build and maintain client relationships.
- Stay informed about financial market trends and products.
- Candidate needs to be PG
- Person with NISM 5A mandatory
- NISM 10A & 10B should be given within 2 months of joining (added advantage)
- Apart from above 3 points anyone with CFP (Certified Financial Planner), CWM (Chartered Wealth Manager), CFA (Chartered Financial Analyst) are very considered (in this case they need not have any above mentioned qualification )
Sakshi Sinha
7906377102
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
