Are you a finance enthusiast looking to kickstart your career in wealth management? Look no further! i2iFunding is seeking a talented Wealth Management Manager to join our dynamic team. If you have a strong command of spoken English, financial modeling skills, and proficiency in MS-Excel, we want to hear from you!
Key responsibilities:
1. Assist in developing and implementing wealth management strategies for clients
2. Conduct financial analysis and create comprehensive financial models
3. Prepare investment recommendations tailored to individual client needs
4. Monitor and evaluate client portfolios to ensure optimal performance
5. Provide exceptional customer service and maintain strong client relationships
6. Collaborate with senior team members to support overall business objectives
7. Stay current on industry trends and regulations to provide informed advice to clients
If you are a motivated individual with a passion for finance and a desire to grow in the wealth management field, apply now to join our team at i2iFunding!
1. MBA preferred in finance
2. Good communication skills
3. Immediate joiner
Annual CTC: ₹ 2,00,000 - 3,00,000 /year
i2iFunding is a leading peer-to-peer lending platform. It provides an alternative investment option to investors and affordable personal loans to borrowers.
