Head - Investment & Wealth Management

A C Agarwal Share Broker...
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 11 hours ago
3-7 years
Jaipur
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Jan 2027
Posted: 11 hours ago
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Job Description
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Job Description

We are looking for a skilled professional to lead our Investment and Wealth Management team. The ideal candidate will have a strong background in managing investment portfolios and wealth management services.

Roles and Responsibility

  • Develop and implement comprehensive investment strategies for clients.
  • Manage and maintain client relationships to understand their financial goals and objectives.
  • Conduct thorough analysis of market trends and economic conditions to make informed investment decisions.
  • Collaborate with cross-functional teams to identify new business opportunities and grow existing client relationships.
  • Provide expert advice on investment products and services to clients.
  • Monitor and report on investment performance, providing regular updates to stakeholders.

Job Requirements

  • Proven experience in investment and wealth management, with a minimum of 5 years of experience.
  • Strong knowledge of investment products, including stocks, bonds, mutual funds, and alternative investments.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex data sets.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Professional certification such as CFA or Chartered Accountant is preferred.

Skills

Investment PerformanceInvestment StrategiesBondsCommunication SkillsInvestmentManagementInterpersonal SkillsInterpersonal SkillAlternative InvestmentsInvestment PerformanceInvestmentsInvestment ProductsInvestment StrategiesManagement ServicesStocksWealth ManagementCfaChartered Accountant

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