Wealth Strategist

3 weeks ago


Hyderabad, Telangana, India LifeMagic Group Full time

Job Overview

LifeMagic Group is seeking a skilled Wealth Manager to provide comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India.

Qualifications and Skills

  • Bachelor's degree in Finance, Economics, or a related field (MBA preferred)
  • Junior level with 1 to 3 years of experience in wealth management or financial planning
  • Strong knowledge of wealth advisory and investment products
  • Experience working with high-net-worth individuals and managing HNI client relationships
  • Excellent analytical and problem-solving skills
  • Strong communication and presentation skills
  • Ability to work independently and in a team

Roles and Responsibilities

  • Develop and maintain strong relationships with high-net-worth individuals and families
  • Provide personalized wealth management advice and solutions to clients
  • Assess clients' financial goals, risk tolerance, and investment preferences
  • Create and implement customized investment plans and strategies
  • Monitor and track clients' investment portfolios and recommend adjustments
  • Stay updated on market trends, investment products, and industry regulations
  • Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic financial advice
  • Conduct regular reviews and meetings with clients to ensure their financial goals are being met
  • Proactively identify new business opportunities and participate in business development activities
  • Stay updated on the latest industry developments and continuously improve knowledge and expertise

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