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Senior Wealth Manager

1 month ago

tamil nadu, India BugleRock Capital (formerly o3 Securities) Full time
About BugleRock Capital
BugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is passionate about helping clients secure their long-term financial success.
An Exceptional Opportunity
We are seeking an outstanding Senior Wealth Manager to join our talented team and be part of our continued growth. This is a pivotal role that offers immense potential for career advancement while working with elite clientele. You will have the opportunity to showcase your expertise across all facets of wealth management while being supported by BugleRock's robust resources and innovative platform.
The Role
As a Senior Wealth Manager, you will serve as a trusted advisor to our high-net-worth clients, taking full ownership of their financial affairs. You will leverage your financial acumen to develop sophisticated plans encompassing investments, estate planning, tax strategies, and more. This is a highly visible role that will allow you to cultivate long-lasting client relationships built on integrity and personalized service.
What You'll Need
- Mastery of financial/investment analysis, planning, and portfolio management
- Experience providing holistic wealth management services to high-net-worth clientele
- Exceptional client service skills with ability to build strong rapport and trust
- Expertise in estate planning, tax optimization strategies, and risk management
- Entrepreneurial mindset matched with adherence to compliance standards
- Bachelor's and Master's degree in Finance, Economics, or related field
- Minimum 10 years of relevant experience at a leading financial services firm

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