Wealth Manager (Remote)

Name *

Email *

LinkedIn profile *

Upload a video where you introduce yourself in less than 60 seconds. *

Upload a video explaining how a long term portfolio must be diversified for growth. *

Do you have any other finance or investing specific certifications? If yes, please share the details below. *

Where do you currently work, and what is your position? *

If you get accepted for this role, how soon can you join? *

Have you previously worked in the wealth management space before, in any form? *

Are you currently working anywhere? If yes, what's your notice period? *

Write a WhatsApp message to a lead who said: “Markets are high, I’ll invest later.” *

Please share how you use AI in your day-to-day life, whether it's for work or in your personal life. Be honest here as if you get shortlisted, I'll be asking you specific questions about this. *

Who are your favorite authors and writers? Give me three names and why you like them. *

Have you gone through the job description, and are you okay with the work and the salary? *

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