Wealth Manager

2 weeks ago

Hyderabad, Telangana, India Gamut HR Solutions Full time ₹ 2,50,000 - ₹ 7,50,000 per year

Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is a compact yet impactful company with a team of 2-10 employees dedicated to connecting individuals with the right job opportunities. Our focus is on delivering personalized HR solutions. To explore more about us, visit our website at Gamut HR Solutions.

Job Overview

We are seeking a Wealth Manager for a full-time, junior-level position based in Hyderabad or Mumbai. The ideal candidate will have 1 to 3 years of experience in wealth management, financial planning, and client relationship management. This role requires a dynamic individual to help clients manage their wealth efficiently.

Qualifications and Skills

  • Proven experience in financial planning to help clients achieve their financial goals. (Mandatory skill)
  • Strong client relationship management skills to maintain and nurture client relationships. (Mandatory skill)
  • Exceptional risk assessment ability to identify potential financial risks and create mitigation strategies. (Mandatory skill)
  • In-depth knowledge of investment strategies to guide clients in expanding their wealth effectively.
  • Proficiency in portfolio management, ensuring a balanced and profitable investment portfolio.
  • Familiarity with regulatory compliance to ensure all financial activities adhere to legal standards.
  • Expertise in asset allocation to optimize asset distribution among diverse investment categories.
  • Understanding of behavioral finance to help clients make informed investment decisions.

Roles and Responsibilities

  • Develop comprehensive financial plans for clients based on their financial needs and goals.
  • Maintain regular communication with clients to assess their financial status and provide updates.
  • Conduct thorough risk assessments and create strategies to mitigate financial risks.
  • Advise clients on investment opportunities and manage their investment portfolios.
  • Ensure all financial practices are in compliance with current regulatory laws and standards.
  • Utilize a strong understanding of market trends to provide informed financial advice.
  • Collaborate with team members to improve service offerings and client satisfaction.
  • Continuously update and apply knowledge of economic and financial principles.

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