3 - 7 years

0 Lacs

Posted:17 hours ago| Platform: Shine logo

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Skills Required

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: Role Overview: As a Wealth Manager, you will be responsible for managing the financial portfolios of clients across various geographies. Your main objective will be to help clients achieve their financial goals through strategic investment planning and wealth management. Key Responsibilities: - Build and maintain client relationships by understanding their financial needs and providing suitable investment advice - Analyze market trends and economic indicators to make informed investment decisions - Develop customized financial plans for clients based on their risk tolerance and investment objectives - Monitor and review client portfolios regularly to ensure they are aligned with the client's financial goals - Stay updated on the latest financial products and services to offer the best solutions to clients Qualifications Required: - Bachelor's degree in Finance, Economics, or a related field - Professional certification such as CFA, CFP, or equivalent is preferred - Proven experience in wealth management or financial advisory roles - Strong analytical skills and attention to detail - Excellent communication and interpersonal skills to build and maintain client relationships Please share your interest or refer qualified candidates to join our team of Wealth Managers.,

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