Wealth Management Advisor

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
3-5 years
Delhi NCR
Stock Market Trading Asset & Wealth Management
Work From Office
Full Time
Upto ₹0 - ₹0

Posted: 1 year ago
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Job Description

What role you will play in team: You will advise high-net-worth clients on their investment strategies and financial planning needs.

What you will do: You will build and maintain client relationships, provide financial advice, and manage client portfolios.

Key responsibility:

  • Build and maintain strong relationships with high-net-worth clients
  • Provide comprehensive financial advice
  • Develop and implement personalized investment plans
  • Manage client portfolios
  • Monitor market trends and advise clients accordingly
  • Meet sales targets.

Required Qualification and Skills:

  • Bachelor's degree in Finance or related field
  • Relevant experience in wealth management
  • Excellent communication and interpersonal skills
  • Strong understanding of financial products and services
  • Strong understanding of Indian tax regulations.

Benefits Included:

  • Competitive compensation package
  • Extensive training and professional development opportunities
  • Positive and supportive team environment
  • Work-life balance.

A Day in the Life: Your day involves interacting with clients, providing advice, monitoring markets, and ensuring client portfolio performance.

Skills

Wealth ManagementFinancial PlanningClient Relationship ManagementInvestment AdvicePortfolio Management

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About Company

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award-winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.

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