Globe Capital Market Limited
Website:
globecapital.com
Job details:
Company Description
Globe Capital Market Limited is a dynamic financial services group dedicated to helping clients achieve their financial goals. With a vast network of over 3,000 offices in 400+ locations across India and a subsidiary in Dubai, we offer a comprehensive range of services including equities, commodities, and currencies market intermediation, portfolio management schemes, mutual fund and IPO distribution, and corporate advisory. As one of India’s leading Depository Participants with NSDL and CDSL, we hold a prominent presence in the equity and currency derivative segments. Our client-centric approach has earned the trust of top names in the financial industry.
Role Description
We are seeking a skilled and dedicated Wealth Manager for a full-time, on-site role located in New Delhi. The Wealth Manager will be responsible for providing personalized financial planning and investment advice to clients, managing investment portfolios, and identifying strategic financial opportunities. The role includes conducting financial analysis, guiding clients on risk management, and fostering long-term client relationships. You will play a key role in monitoring market trends and aligning client strategies with their financial goals.
Qualifications
- Strong skills in Financial Planning and Finance-related strategies
- Experience with Investment Management and managing diverse investment portfolios
- Knowledge of Investments and the ability to assess various financial opportunities
- Understanding of Insurance products and risk management techniques
- Strong analytical, interpersonal, and communication skills
- Ability to build and maintain client relationships with professionalism and integrity
- Proficiency in financial tools, platforms, and market analysis
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Relevant certifications (e.g., CFP, CFA) are advantageous
- Proven track record in wealth management or a related financial advisory role
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