Financial Planning Specialist
2 weeks ago
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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