Wealth Manager

As a Wealth Manager at our leading Wealth Management company in Hyderabad specializing in providing comprehensive financial services and investment solutions to high-net-worth individuals (HNWIs), families, and corporate clients, you will play a crucial role in managing and growing a portfolio of high-net-worth clients. Your client-centric approach will involve understanding clients" financial goals, risk tolerance, and investment preferences to offer tailored financial planning, investment advice, and wealth preservation strategies. Your responsibilities will include building and maintaining strong relationships with high-net-worth clients, developing and implementing investment strategies, conducting comprehensive financial planning, identifying and acquiring new high-net-worth clients, ensuring compliance with regulatory requirements, and maintaining accurate records of client interactions and transactions. To excel in this role, you should possess a Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFP preferred) with 3-7 years of experience in wealth management, financial planning, or investment advisory. A proven track record of managing and growing a portfolio of high-net-worth clients, strong knowledge of financial markets, investment products, and wealth management strategies, excellent interpersonal and communication skills, ability to analyze complex financial data, and proficiency in financial planning software and CRM systems are essential. In return, we offer a competitive salary and performance-based incentives, health insurance, opportunities for professional development and growth, and a collaborative and supportive work environment. If you are a dynamic and experienced Wealth Manager with a passion for providing personalized financial solutions and investment strategies, we invite you to submit your resume and a cover letter detailing your relevant experience and qualifications to Poonam@educohire.com with the subject line "Wealth Manager - Hyderabad". Salary: 12-16 lakhs per annum.,