Private Wealth Manager
5 days 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
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