Financial Planning Specialist

2 weeks ago


Hyderabad, Telangana, India Gamut HR Solutions Full time

Job Overview

We are seeking a highly skilled Wealth Manager with 1-3 years of experience to join our team at Gamut HR Solutions in Hyderabad. A successful candidate will have expertise in Financial Planning, Investment Management, Risk Assessment, Estate Planning, Tax Planning, Client Relationship Management, Market Analysis, and Retirement Planning.

Responsibilities:

  • Bachelor's degree in Finance, Economics, or a related field.
  • Proven experience in developing and implementing financial plans for clients.
  • Strong knowledge of investment products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

Key Skills:

  • Financial planning and analysis.
  • Investment management and portfolio optimization.
  • Risk assessment and mitigation.
  • Estate planning and tax planning.
  • Client relationship management and communication.


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