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Goodwill Wealth Management Pvt Ltd
2 weeks ago
Sr relationship manager
Goodwill Wealth Management Pvt Ltd
3 to 7 Yrs
- Regular
- Job Details
Job Details
- Company Description
Goodwill Wealth Management Pvt Ltd, located in Bhubaneswar, is a market leader in the investments and trade industry. Known for excellence in managing investments, Goodwill Wealth Management is sought after by clients for their expertise and reliability in the market.
Role Description
This is a full-time on-site role for a Sr Relationship Manager at Goodwill Wealth Management. The Sr Relationship Manager will be responsible for managing client portfolios, building strong relationships with clients, providing financial advice, and identifying investment opportunities. The role will involve working closely with clients to understand their financial goals and offering tailored solutions to meet their needs.
Qualifications
Financial Planning, Wealth Management, and Investment Analysis skills
Client Relationship Management and Communication skills
Strong knowledge of financial markets and investment products
Experience in portfolio management and financial advisory
Ability to analyze financial data and provide strategic recommendations
Bachelor's degree in Finance, Business, Economics, or related field
Relevant certifications such as CFA, CFP, or Series 7 are a plus,
Other Details
- Industry BFSI
- Recruiter Details Goodwill Wealth Management Pvt Ltd
- Job Type Full time
Key Skills
Recruiter Details
- Goodwill Wealth Management Pvt Ltd
- Bhubaneswar
- hidden_email
- hidden_mobile
Company Details
Goodwill Wealth Management Pvt Ltd
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