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Senior Wealth Manager

Senior Wealth Manager

Nuvama Wealth

0 years

0 Lacs

delhi india

Posted:1 week ago| Platform:

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Skills Required

strategies portfolios compliance planning communication finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This is a full-time on-site role for a Senior Wealth Manager, located in Delhi, India. The Senior Wealth Manager will be responsible for developing and implementing personalized financial strategies for clients, managing investment portfolios, assessing clients' financial goals, and providing expert advice on insurance and financial products. The role also involves maintaining client relationships, staying updated about market trends, and ensuring compliance with regulatory standards.

Qualifications

Expertise in Financial Planning and Investment Management
Strong knowledge and experience with Investments and Finance
Understanding of various Insurance products and services
Excellent analytical skills and decision-making abilities
Proven track record of successfully managing client portfolios
Strong interpersonal and communication skills to build client trust
Minimum of a bachelor's degree in Finance, Economics, Business Administration, or a related field
Certifications such as CFP, CFA, or equivalent are a plus

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Senior Wealth Manager