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Wealth manager

1 month ago

Hyderabad, Telangana, India Gamut HR Solutions Full time

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