Wealth Manager

2 - 6 years

0 Lacs

Posted:22 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining our team as a Wealth Manager, where your primary focus will be providing top-tier financial advice to high-net-worth individuals and institutional clients. Your responsibilities will include creating personalized wealth management strategies, overseeing investment portfolios, and offering guidance on various financial aspects such as estate planning, tax optimization, and risk management. Your role will involve developing, implementing, and monitoring comprehensive financial plans tailored to the specific goals of our clients. You will manage and optimize investment portfolios in alignment with risk tolerance, market trends, and financial objectives. Additionally, you will provide expert advice on tax-efficient investment strategies, estate planning, and wealth preservation. Building and maintaining long-term relationships with clients is key in this role. You will stay updated on global market developments, regulatory changes, and economic conditions to ensure informed decision-making. Collaboration with legal, tax, and insurance professionals will be essential to deliver integrated financial solutions. To qualify for this position, you should have a Bachelor's degree in Finance, Economics, Business Administration or a related field. Professional certifications like CFP, CFA, CPA, or similar are highly preferred. A minimum of 2 years of experience in wealth management, financial planning, or investment advisory roles is required. Strong knowledge of financial markets, investment products, and regulatory frameworks is essential, along with excellent communication and relationship-building skills. In return, we offer competitive compensation with performance-based incentives, access to a wide range of financial products and investment tools, opportunities for professional development and certification support, and a collaborative work environment focused on client satisfaction. Additional benefits such as health insurance, retirement plans, etc., will also be provided.,

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