Senior Wealth Strategist
2 days ago
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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