Wealth Management Jobs in Patna
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Waytogo Consultants-Patna
mutual fund recommendations and portfolio strategies to clients, including retirement plans, wealth-building, and other financial products.
3. Oversee the performance of client portfolios, conduct periodic reviews, and provide rebalancing suggestions...
Waytogo Consultants-Patna
mutual fund recommendations and portfolio strategies to clients, including retirement plans, wealth-building, and other financial products.
3. Oversee the performance of client portfolios, conduct periodic reviews, and provide rebalancing suggestions...
Waytogo Consultants-Patna
to clients for retirement planning, wealth-building, and other financial products.
• Closely monitor client portfolios, conduct regular reviews, and provide rebalancing suggestions in response to market fluctuations.
• Identify new business opportunities...
Workassist-Patna
Job Description
Work Level: Individual
Core: Self Motivated
Leadership: Decisive
Industry Type: Banking
Function: Wealth Manager
Key Skills: Wealth,Investment Advisor,Mutual Fund,HNI,Ultra HNI
Education: PG/ Master
Note...
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