
High Net Worth Wealth Manager
2 days ago
Expert Wealth Strategist Role
">- This is a full-time on-site role for a Private Wealth Manager located in New Delhi.
Key Responsibilities:
Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service.
The expert will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.
Qualifications and Skills Required
To succeed in this role, you will need the following skills and qualifications:
- Strong Financial Planning and Estate Planning skills
- Certified Financial Planner (CFP) designation
- Investment Management and Finance expertise
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in client-focused roles and wealth management
- Bachelor's degree in Finance, Economics, Business, or a related field
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