Wealth Management

By Achin Jain
[ Co-founder | Client Alley ]

Career in Career-in-Wealth-Management
Wealth Management
Achin Jain
Co-founder | Client Alley
[ 16 years Experience ]

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  
     2) Finance  
     3) Economics  
     4) Financial Management  
     5) MS Office  
     6) Analytical Skills  
     7) Communication Skills  
     8) Selling & Marketing Skills  
     9) Business Analytics  
     10) Problem Solving Skills  
     11) Project Management  
     12) Growth Opportunities  
     13) Monetary Potential  
     14) Meeting New People  
     15) Intense Competition  
     16) Technology Advancement  
  A Day Of:
     17) Wealth Management  

LifePage Career Talk on Wealth Management


Full 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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