Wealth Management

Bonanza Portfolio Limited

0 Years

Not disclosed

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Posted: 22 Apr 24

Job Description

Selected intern's day-to-day responsibilities include:

1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times

Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2 have relevant skills and interests

Perks

Certificate

Letter of recommendation

Number of openings

More information about this Wealth Management Job

Please go through the below FAQs to get all answers related to the given Wealth Management job

What are the job requirements to apply for this Wealth Management job position?
- Ans: A candidate must have a minimum of fresher as an Wealth Management

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, B.Com, M.Com, BBA/BBM, BCA, BE/B.Tech, MBA/PGDM, BSc, MCA, ME/M.Tech, MS, MSc, PG Diploma, 12th Pass (HSE)
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Wealth Management is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Wealth Management position?
- Ans: There are immediate 15 job openings for Wealth Management in our Organisation.