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Private Wealth Manager

Private Wealth Manager

FundsIndia Private Wealth

0 years

0 Lacs

Chennai Tamil Nadu India

Posted:2 months ago| Platform:

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Skills Required

planning management finance communication

Work Mode

On-site

Job Type

Full Time

Job Description

Role Description This is a full-time, on-site role located in Chennai for a Private Wealth Manager. The Private Wealth Manager will be responsible for providing comprehensive financial planning and estate planning services, managing investments, and delivering tailored financial advice to clients. This role involves liaising with clients to understand their financial objectives, developing personalized financial plans, and continuously reviewing and adjusting these plans as needed. The Private Wealth Manager will also stay informed about market trends and regulatory changes to provide the most current and effective advice. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner designation Investment Management and Finance expertise Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently Master's degree in Finance, Economics, or a related field Experience in wealth management or financial advisory roles Show more Show less

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Private Wealth Manager