Wealth Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
0-1 years
Surat, Gujarat
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Job Description

Skills:

Financial Planning, Investment Management, Risk Assessment, Client Relationship Management, Market Analysis, Wealth Management Services,

Company Overview

AASTHA FINTECH PVT. LTD. is a top Wealth Management and Financial Consulting firm in Western India. Offering personalized financial services across wealth and asset classes, including Wealth Advisory, Demat Account Consultancy, and more, headquartered in Surat, Gujarat.

Job Overview

Internship opportunity for a Wealth Manager at AASTHA FINTECH PVT. LTD. in Surat, Gujarat. Join one of the leading Wealth Management and Financial Consulting companies in Western India. Salary range: Competitive for interns. Employee count: 51-200.

Qualifications And Skills

  • Financial Planning
  • Investment Management
  • Risk Assessment
  • Client Relationship Management
  • Market Analysis
  • Wealth Management Services

Roles And Responsibilities

  • Provide financial planning and investment management services
  • Conduct risk assessment and market analysis
  • Manage client relationships effectively
  • Offer Wealth Management services
  • Assist in Portfolio Management and Investment Management activities

STIPEND WILL BE PERFORMANCE BASED

Skills

Investment ManagementFintechManagement ServicesWealth AdvisoryWealth ManagementWealth ManagerMarket Analysis

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