Private Wealth Manager

3 - 7 years

0 Lacs

Posted:5 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be a Private Wealth Manager based in Hyderabad, responsible for managing relationships with high-net-worth clients, developing and implementing financial strategies, and providing personalized investment advice. Your role will include conducting financial and estate planning, portfolio management advice, and ensuring compliance with financial regulations. Collaboration with internal teams is crucial to deliver exceptional service and achieve client financial goals. Key Responsibilities: - Manage relationships with high-net-worth clients - Develop and implement financial strategies - Provide personalized investment advice - Conduct comprehensive financial and estate planning - Advise on portfolio management - Ensure compliance with financial regulations - Collaborate with internal teams Qualifications Required: - Strong expertise in Financial Planning and Estate Planning - Certified Financial Planner (CFP) certification or equivalent qualifications - Proficiency in Investment Management and Finance - Exceptional communication and interpersonal skills - Analytical mindset for assessing financial situations and recommending strategies - Experience in the wealth management industry is highly desirable - Bachelor's degree in Finance, Business, Economics, or related field,

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