Wealth Managers
3 days ago
Company Description
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Role Description
This is a full-time on-site role as a Wealth Manager & Area Director, based in Hyderabad. The individual will oversee and manage wealth management operations, develop comprehensive financial plans, and offer personalized investment strategies to clients. Responsibilities include maintaining client relationships, identifying financial needs, providing solutions such as investment products and insurance, and guiding clients to achieve their financial goals. The role also requires building and managing a team while achieving business development objectives.
Qualifications
- Strong knowledge and skills in Financial Planning and Investment Management
- Proficiency in managing Investments and Finance-related portfolios
- Understanding of Insurance and its applications in financial strategies
- Excellent leadership, team-building, and client relationship management capabilities
- Proven track record in achieving targets and driving business growth
- Bachelor's degree in Finance, Business, Economics, or a related field (Postgraduate or additional certifications like CFP or CFA are advantageous)
- Prior experience in wealth management or financial advisory
- Strong analytical and decision-making skills
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