Strategic Wealth Manager

3 days ago


Cochin, Kerala, India Waytogo Consultants Full time

Company Overview: Waytogo Consultants is a leading financial services firm dedicated to delivering exceptional wealth management solutions.

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About the Role: We are seeking an experienced Strategic Wealth Manager to join our team. As a key member of our financial services division, you will be responsible for building and maintaining strong relationships with clients, providing personalized wealth management services, and promoting a range of banking products to meet their needs.

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Job Description: Wealth Relationship Management involves working closely with clients to understand their financial goals, risk tolerance, and investment preferences. You will design and recommend investment portfolios, using various asset classes and financial instruments, and regularly review and adjust client portfolios to align with changing market conditions.

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Key Responsibilities:



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