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Wealth Management Consultant

3.0 - 7.0 years

Hyderabad, All india

On-site

Role Overview: You will support our wealth management consultants in providing advice to high-net-worth individuals. Your responsibilities will include conducting financial planning, investment analysis, and providing advice to clients. Key Responsibilities: - Conduct financial planning for high-net-worth individuals. - Analyze investment options and develop customized investment strategies. - Prepare financial reports and presentations for clients. - Maintain client relationships and provide ongoing support. - Stay up-to-date on financial regulations and market trends. Qualification Required: - Bachelor's degree in Finance, Accounting, or a related field. - Strong understanding of wealth ma...

Posted 3 weeks ago

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