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Wealth Management Professional
3 weeks ago
Key Responsibilities:
- Develop and implement tailored investment strategies for clients, ensuring optimal returns and portfolio diversification.
- Provide expert advice on complex investment products such as Alternative Investment Funds (AIFs) and unlisted equities.
- Conduct regular portfolio reviews, financial education sessions, and maintain open communication with clients to foster strong relationships.
- Stay up-to-date with regulatory guidelines and ensure compliance in all investment activities.
- Collaborate with clients to identify their financial goals and create customized plans to achieve them.
- Offer investment advice on a wide range of assets, including Mutual Funds (MFs), AIFs, and private/unlisted equities.
- Utilize knowledge of market trends and economic analysis to make informed investment decisions.
- Build and maintain relationships with clients, providing exceptional customer service and support.
- Participate in ongoing professional development to enhance expertise in wealth management and related fields.
Required Skills and Qualifications:
- Master's degree in Finance, Economics, or a related field.
- Certifications such as CFA, CFP, or NISM preferred.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
Others:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks effectively.
