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Senior Wealth Manager
4 weeks ago
Company Description
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Role Description
This is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating financial assets, advising on insurance solutions, and conducting in-depth market analysis to optimize client wealth.
Qualifications
- Financial Planning and Finance skills
- Investment Management and Investments skills
- Knowledge of Insurance solutions
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Experience in wealth management or a related field is a plus
- Bachelor's degree in Finance, Economics, Business, or a related discipline; a master's degree or professional certifications (CFA, CFP) are a plus
