Senior Wealth Management Executive Job in Noida at Invesgate Edge

Invesgate Edge

1 years
full time
INR 260000-350000 /year
05 December, 2025

About the Job

Key responsibilities:

1. Assist with various aspects of financial planning and wealth management, conduct market research, prepare reports, and support client meetings.
2. Be involved in data analysis, project coordination, client acquisition, Telecalling, and portfolio management tasks.
3. Emphasis will be placed on learning and development through hands-on experience in handling real-world financial scenarios.

Number of Openings

2 openings

Perks of this Jobs

Free snacks

Skills

MS-Office, Presentation skills, Digital Marketing, MS-Excel, Financial Modeling, English Proficiency (Spoken), Canva, Research and Analytics, Market research, Customer Acquisition

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Senior Wealth Management Executive Job in Noida at Invesgate Edge

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