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Wealth Management
Achin Jain
Co-founder | Client Alley
Co-founder | Client Alley
[ 16 years Experience ]
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|
What is Wealth Management?
Achin Jain: "Wealth management is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services."
How I got into Wealth Management?
Achin Jain: "I did BE Honours from College of Engineering Roorkee and MBA from Pune University. After my education, I started working with various banks and in 2014, I started my own Wealth Management Company with my friend in the name of Client Alley."
[This Career Talk covers]
| What Is: | |
| 1) | Wealth Management |
| Education: | |
| 2) | Finance |
| 3) | Economics |
| 4) | Financial Management |
| 5) | MS Office |
| Skills: | |
| 6) | Analytical Skills |
| 7) | Communication Skills |
| 8) | Selling & Marketing Skills |
| 9) | Business Analytics |
| 10) | Problem Solving Skills |
| 11) | Project Management |
| Positives: | |
| 12) | Growth Opportunities |
| 13) | Monetary Potential |
| 14) | Meeting New People |
| Challenges: | |
| 15) | Intense Competition |
| 16) | Technology Advancement |
| A Day Of: | |
| 17) | Wealth Management |
LifePage Career Talk on Wealth Management
http://www.lifepage.in/Career.php?id=20190423-0001&in=Career-in-Wealth-ManagementFull Talk: https://lifepage.app.link/20190423-0001
Trailer: https://www.youtube.com/watch?v=9gY9CX269yw
(Wealth Management, Achin Jain, Client Alley, Co-founder, Money Management, Finanace, Banking)
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