Strategic Wealth Manager

5 days ago


Mumbai, Maharashtra, India i4 Consulting : Reimagining HR Blueprints Full time

Company Overview

i4 Consulting : Reimagining HR Blueprints is a leading provider of innovative HR solutions. Our mission is to empower organizations with cutting-edge technology, driving talent attraction, employee experience, and productivity.

Job Overview

We are seeking a Senior Wealth Manager to join our team. The ideal candidate will have a minimum of 7 years of experience in investment management and portfolio management. The role demands excellent skills in financial planning, risk assessment, client relationship management, and market analysis.

Responsibilities

  1. Develop personalized financial plans for clients, including savings, investments, insurance, and retirement planning.
  2. Assess the financial risk profiles of clients and recommend appropriate actions to mitigate potential risks.
  3. Maintain and grow a robust client base by building strong, lasting relationships with clients.
  4. Stay updated with regulatory changes, ensuring compliance in all financial activities and client interactions.

Requirements

  • Minimum 7 years of experience in wealth management, investment management, or a related field.
  • Strong proficiency in investment management to develop effective investment strategies for clients.
  • Proven expertise in portfolio management to manage and optimize client portfolios for maximum returns.
  • Solid understanding of financial planning to provide comprehensive financial advice to clients.

Additional Skills

  • Excellent skills in risk assessment to identify potential risks and develop mitigation strategies.
  • Exceptional client relationship management abilities to maintain and grow client relationships.
  • Ability to conduct thorough market analysis to stay updated on financial trends and market conditions.


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