Wealth Manager

3 hours ago

Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description

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Role Description

This is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance, monitoring clients' financial portfolios, and ensuring that all financial plans align with clients' long-term goals. The Wealth Manager will also be tasked with building and maintaining strong relationships with clients to understand and meet their financial needs.

Qualifications

  • Financial Planning skills and knowledge
  • Investment Management, Investments, and Finance skills
  • Insurance-related skills
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Experience in wealth management or a similar role is a plus
  • Professional certifications such as CFP, CFA, or equivalent are advantageous

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