Wealth Manager

3 days ago

Hyderabad, India LifeMagic Group Full time
Job Overview

We are seeking a talented and driven Wealth Manager . As a Wealth Manager, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India.

Qualifications and Skills

Bachelor's degree in Finance, Economics, or a related field (MBA preferred)Junior level with 1 to 3 years of experience in wealth management or financial planningStrong knowledge of wealth advisory and investment productsExperience working with high-net-worth individuals and managing HNI client relationshipsExcellent analytical and problem-solving skillsStrong communication and presentation skillsAbility to work independently and in a team

Roles and Responsibilities

Develop and maintain strong relationships with high-net-worth individuals and familiesProvide personalized wealth management advice and solutions to clientsAssess clients' financial goals, risk tolerance, and investment preferencesCreate and implement customized investment plans and strategiesMonitor and track clients' investment portfolios and recommend adjustmentsStay updated on market trends, investment products, and industry regulationsCollaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic financial adviceConduct regular reviews and meetings with clients to ensure their financial goals are being metProactively identify new business opportunities and participate in business development activitiesStay updated on the latest industry developments and continuously improve knowledge and expertise

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