- Advising clients on investment planning and strategies
- Preparing reports and presentations for investor awareness
- Educating potential clients regarding the various services offered by the firm
- Help in creating research based content for social media marketing
Years of misselling has created a high trust deficit in the investment management space and there is a demand for trustworthy advisors.
There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team.
We also welcome candidates from research and analysis backgrounds who wish to manage investments.
We do not earn commissions from recommended investment products and charge fees for value-added services like financial planning and asset allocation strategies to our clients.
RMs/WMs/Research Analyst who would like to move to SEBI RIA for a brighter future should apply here.
More searches like this
- Investment Advisor/Consultant Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors
- Relationship Management Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors
- Wealth Management Private Wealth Management Firm CFA Charterholder Full Time jobs in Bachelors