Financial Planning Manager
4 weeks ago
Company Overview
Gamut HR Solutions will help you find the right kind of job
Job Overview
Mid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.
Qualifications and Skills
- Proven experience as a Financial Advisor or Wealth Manager
- In-depth knowledge of investment strategies and financial products
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Certifications such as CFP, CFA, or similar are a plus
Roles and Responsibilities
- Provide financial planning and investment advice to clients
- Develop personalized financial strategies based on client goals
- Monitor and review client portfolios regularly
- Recommend suitable investment products and insurance plans
- Assist clients in building and managing wealth effectively
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