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Job Vacancy Mumbai, Maharashtra Position Wealth Planner at UBS

UBS company logo
Published 3 days ago

UBS is currently accepting applications for the position of Wealth Planner in the Mumbai area. The job type available for this position is Full-time.

We are looking for candidates who possess proficient skills and have a minimum of beginners/seniors in the respective field. In addition to technical expertise, we highly value traits such as honesty, discipline, and a strong sense of responsibility in our prospective employees.

UBS operates within the (according to the company) industry. If you are interested in applying for this position and joining our esteemed organization, we encourage you to submit your application promptly.

Job Information

Company:UBS
Position:Wealth Planner
City:Mumbai, Maharashtra
Province:Maharashtra
Education:Confidential
Salary:INR 15.000 - INR 30.000 per Month
Job Type:Full-time

Job Description

Are you passionate about helping individuals and families achieve their financial goals? We are seeking a dedicated Wealth Planner to join our dynamic team. In this role, you will assess clients’ financial situations, develop personalized investment strategies, and provide expert advice on portfolio management.

The ideal candidate will possess excellent communication skills, a strong understanding of financial planning, and the ability to build lasting relationships with clients. You will work closely with clients to understand their unique needs and guide them towards financial security.

Benefit

  • Professional networking opportunities
  • Work-life balance
  • Professional training
  • Recognition and performance awards
  • Skill development
  • Collaborative work environment
  • Valuable work experience
  • Access to the latest technology
  • Opportunities for promotion
  • Opportunities to contribute to business growth

Requirements

  • Experience in the Related Field (Preferred)
  • Physically and Mentally Healthy
  • Able to Work Under Pressure
  • Good Communication Skills
  • Minimum Education of High School Diploma
  • No Criminal Record
  • Minimum Age of 18 Years
  • Able to Work in a Team
  • Willing to Be Placed in the Designated Work Location

Company Address

Province Maharashtra
City Mumbai
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Company Information

UBS

UBS is a leading global financial services company headquartered in Switzerland, with a significant presence in India. The firm provides a comprehensive range of services including wealth management, investment banking, and asset management. UBS aims to deliver innovative financial solutions tailored to the unique needs of its clients in the Indian market. With a strong commitment to sustainability and corporate responsibility, UBS strives to foster long-term relationships while contributing positively to the economy and society.