Associate, Wealth Planner
Nomura · mumbai, IN
FinanceBanking/Financewealth managementbusiness developmentmarketingtrustinsurancefinancial planning
The Associate, Wealth Planner will focus on new business acquisition and marketing of Nomura’s Wealth Planning Solutions. Responsibilities include strategic development of the WPS platform, collaboration with relationship managers, and preparing proposals for prospective clients. The role requires familiarity with trust and insurance referral concepts and strong interpersonal skills.