Wealth Relationship Manager
Wealth Relationship Manager for Multipie
Multipie is a community of investors to learn, share and collaborate in a trusted environment.
As we build a thriving community around the shared interest of investing, we are hiring a Relationship Manager for emerging affluent wealth management clients.
CA / CFA / MBA
1-3 years of experience
Location: Mumbai, Remote work till COVID
Good written communication skills
Good idea of financial markets
Knowledge of investment products for individuals
Savvy with fintech products
Should have worked in wealth management or MF industry
Keep abreast of market trends, new issuances, financial results etc.
Build a curated knowledge center
Build FAQs for clients queries related to investments and portfolios
Guide clients and address their investments needs aided by our proprietary algorithm models