Junior Wealth Management Associate in Patna (Hybrid)

Key Responsibilities

• Financial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving.
• Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades.
• Tax strategy: Provide expert advice and strategies to minimize clients' tax burdens and assist with tax return completion.
• Estate planning: Guide clients in planning for the transfer of their assets to heirs or charities, often involving the establishment of trusts and other legal structures.
• Risk management: Identify potential financial risks for clients and develop strategies to mitigate them, including managing insurance needs and protecting assets.
• Client relationship management: Build and maintain strong relationships with clients, acting as a trusted advisor and ensuring their evolving financial needs.