Wealth Manager

2 weeks ago

Hyderabad, India 4S Advisory Full time

Qualifications & Key Skills:

  • We are looking for someone passionate & those with the attitude to be an entrepreneur

mind-set.

  • Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or

CFP designation is a plus.

  • Proven experience as a Wealth Manager or similar role, with a demonstrated track record

of successfully managing high-net-worth client relationships and portfolios.

  • Strong knowledge of financial markets, investment products, and wealth management

strategies.

  • Excellent communication and interpersonal skills to establish trust and rapport with clients.

  • Analytical mind set with the ability to interpret complex financial data and market trends.

  • Familiarity with relevant regulations and compliance standards.

  • Exceptional attention to detail, organization, and time management skills.

  • Ability to adapt to changing market conditions and client needs

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