Junior Wealth Management Associate in Patna

6 days ago

Patna, India R Patel Wealth Full time

Key Responsibilities

  • Financial planning: Develop customized financial plans to help clients achieve specific goals, such as retirement planning, wealth accumulation, or charitable giving.
  • Investment management: Create and manage client investment portfolios by analyzing market conditions, selecting appropriate investment products, and executing trades.
  • Tax strategy: Provide expert advice and strategies to minimize clients' tax burdens and assist with tax return completion.
  • Estate planning: Guide clients in planning for the transfer of their assets to heirs or charities, often involving the establishment of trusts and other legal structures.
  • Risk management: Identify potential financial risks for clients and develop strategies to mitigate them, including managing insurance needs and protecting assets.
  • Client relationship management: Build and maintain strong relationships with clients, acting as a trusted advisor and ensuring their evolving financial needs.

About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.

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