Private Wealth Manager

Job Description

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager, located in Chennai. The Private Wealth Manager will be responsible for providing specialized financial advice and planning to clients, including financial planning and estate planning. Daily tasks include assessing clients' needs, developing investment strategies, managing portfolios, and providing ongoing advice to ensure clients' financial goals are met. The role also involves staying updated with financial market trends and ensuring compliance with financial regulations. Qualifications Skills in Financial Planning and Estate Planning Certified Financial Planner (CFP) certification Experience in Investment Management and Finance Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to build and maintain client relationships Bachelor’s degree in Finance, Economics, or a related field Professional designation such as CFA (Chartered Financial Analyst) is a plus Show more Show less