Senior Wealth Strategist

2 days ago


Hyderabad, Telangana, India Gamut HR Solutions Full time

Company Overview

Gamut HR Solutions is a leading provider of job placement services, headquartered in Hyderabad with a team of experienced professionals.

Job Overview

We are seeking a highly skilled Financial Advisor/Wealth Manager to join our team as a Senior Wealth Strategist. This is a full-time role based in Hyderabad, Telangana, India, and offers a competitive salary.

Key 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

Requirements

  • 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

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