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 objectives. With a robust network of over 3,000 offices across 400+ locations in India and an overseas presence in Dubai, we provide a broad range of services, including equities, commodities, currency markets intermediation, portfolio management, mutual fund and IPO distribution, and corporate advisory services. As one of India's leading Depository Participants with NSDL and CDSL, we hold a significant share of NSE clearing volumes in the equity and currency derivatives segments. Built on trust and expertise, we take pride in serving a diversified and reputed client base in the finance industry.
Role Description
This is a full-time on-site Wealth Manager role based in Agra. The Wealth Manager will be responsible for client relationship management, developing personalized financial plans, providing investment guidance, and ensuring the effective management of portfolios. Day-to-day tasks include analyzing financial markets, identifying investment opportunities, managing client assets, and advising on various financial products such as insurance, mutual funds, and equity securities.
Qualifications
- Expertise in Financial Planning and Investment Management
- Strong knowledge of Investments and Finance
- Understanding of Insurance products and their applications in wealth management
- Exceptional interpersonal and communication skills
- Proficiency in analyzing financial markets and designing tailored financial strategies
- Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications such as CFP or CFA are a plus
- Proven experience in wealth management or a similar role
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