Job title: Wealth Manager / Resource Manager

Company: The Muthoot Group

Job description: Roles & Responsibilities :- Meeting with HNI clients SIP Mutual funds PMS Bonds Securities What are the key responsibilities of a wealth manager What Does A Wealth Manager Do Estate planning. Accounting services. Retirement planning. Strategic tax planning. Investment advisory services. Banking services. General long-term financial planning. What are the 3 essential categories of wealth management We think there are basically three kinds of wealth management firms: Product Vendors, Customized Traders and Planner/Coaches

Location: Tirupati, Andhra Pradesh

Job date: Tue, 19 Mar 2024 23:00:20 GMT