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Careerfit Ai
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Wealth Manager

Wealth Manager

2 - 7 years

|

3 - 6 Lacs

mumbai maharashtra india

Posted:8 hours ago| Platform: Foundit logo

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Skills Required

risk management client relationship management customer service time management skills

Work Mode

On-site

Job Type

Full Time

Job Description

Requirements:

Minimum of 2 years of experience in wealth management, financial planning, or a related field.
Strong knowledge of financial markets, investment products, and regulatory requirements.
Proven experience in financial planning, investment strategies, and portfolio management.
Excellent client relationship management skills.
Ability to conduct market analysis and identify investment opportunities.
Strong understanding of risk assessment and asset allocation.
Proficiency in wealth management techniques.
Effective communication skills to explain complex financial concepts to clients.
Strong interpersonal skills to build and maintain long-term client relationships.
Analytical thinking and problem-solving abilities.
Attention to detail in financial planning and portfolio management.
Effective time management skills to meet client and organizational deadlines.
Proactive approach to client relationship management and service delivery.
Up-to-date knowledge of market trends and economic developments.
Client-focused mindset with a passion for wealth management.

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