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Private Wealth Manager
2 months ago
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Role Description
This is a full-time role for a Wealth Manager at IIFL Securities in Mumbai. As a Wealth Manager, you will be responsible for financial planning, investment management, and insurance services for clients. This role involves providing personalized financial advice, developing investment strategies, and managing client portfolios on-site in Mumbai.
Qualifications
- Financial Planning and Investment Management skills
- Experience in Investments and Finance
- Insurance expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certifications such as CFP, CFA, or MBA in Finance
- Ability to work well under pressure and meet deadlines
