Globe Capital Market Limited
Website:
globecapital.com
Job details:
Company Description
Globe Capital Market Limited is a leading financial services group dedicated to helping clients achieve their financial goals. With a robust network of over 3000 offices across 400+ locations in India and an overseas presence in Dubai, we offer a wide array of services, including equity, commodities, and currency markets intermediation, portfolio management schemes, mutual fund distribution, and corporate advisory. As one of India's top Depository Participants with NSDL and CDSL, we hold a significant share of NSE clearing volumes. Our commitment to client-centric solutions has earned the trust of several prominent names in the financial industry.
Role Description
This is a full-time on-site role for a Wealth Manager, based in Delhi, India. The Wealth Manager will be responsible for providing personalized financial planning, managing investment portfolios, advising clients on investment opportunities, and ensuring all financial strategies align with clients' goals. The role involves collaborating with clients to assess their financial situations, offering tailored insurance solutions, and staying informed about market trends to provide up-to-date advice and support.
Qualifications
- Strong skills in Financial Planning and Investment Management
- Knowledge and expertise in Investments and broader Finance
- Familiarity with Insurance solutions and related products
- Strong interpersonal and relationship-building skills
- Analytical thinking and ability to provide data-driven financial advice
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Certification in financial planning or wealth management (e.g., CFP, CFA) is a plus
- Proven experience in wealth management or a similar financial advisory role
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