Wealth relationship manager
Carolina Title Loans, Inc(6 months ago)
About this role
A Wealth Relationship Manager at Weekday's client provides personalized financial advice and supports HNI clients in achieving long-term wealth goals. The role focuses on delivering tailored wealth management and financial planning services and collaborating with specialists to provide holistic solutions. This is a full-time, Hyderabad-based position for an experienced financial professional.
Required Skills
- Wealth Management
- Financial Planning
- HNI Relationship
- PMS Advisory
- AIF Advisory
- Mutual Funds
- Portfolio Management
- Risk Assessment
- Client Servicing
- Financial Analysis
+1 more
Qualifications
- MBA
- Bachelor's Degree in Finance/Economics/Business Administration
- NISM V-A
- CFP
- PMS
- IRDA
About Carolina Title Loans, Inc
weekday.worksWeekday is a hiring automation platform that helps companies find and hire software engineers who are vouched for by other engineers. It enables engineers to monetize their networks and earn passive income by recommending peers, while delivering curated, vouched-for candidate pipelines to employers. For candidates Weekday offers job browsing, AI apply, a Chrome extension, salary lookups, company culture reviews, an ATS resume scorer, and a resume builder. The service focuses on streamlining hiring with engineer-driven referrals and data-backed matching to reduce time-to-hire.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Carolina Title Loans, Inc
Similar Jobs
Wealth Relationship Manager
Renmoney(6 months ago)
Associate Wealth Advisor
Focus Partners Wealth(18 days ago)
Associate Wealth Advisor
Focus Partners Wealth(6 days ago)
Associate Wealth Advisor
Focus Partners Wealth(19 days ago)
Associate Wealth Advisor
Focus Partners Wealth(12 days ago)
Associate Wealth Advisor
Focus Partners Wealth(18 days ago)