Wealth manager
2 weeks ago
Company Overview
Gamut HR Solutions will help you find the right kind of job Gamut HR Solutions is a small-sized company with 2-10 employees based in Hyderabad. Learn more about us at gamuthrsolutions.com.
Job Overview
We are hiring a Wealth Manager for a Full-Time position at the Mid-Level level in Hyderabad. The ideal candidate should have a minimum of 4 years and a maximum of 6 years of experience.
Qualifications and Skills
- Financial planning
- Investment management
- Risk assessment
- Estate planning
- Tax planning
- Client relationship management
- Market research
- Retirement planning
Roles and Responsibilities
- Develop financial plans for clients based on their goals and risk tolerance
- Manage investment portfolios and recommend adjustments as needed
- Assess and mitigate risks in client portfolios
- Assist clients with estate and tax planning strategies
- Build and maintain strong client relationships through regular communication and reviews
- Conduct market research to stay informed about financial trends and opportunities
- Help clients with retirement planning to achieve their desired lifestyle after retirement
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