Wealth Manager

1 month ago

Tirupati, India The Muthoot Group Full time

Roles & Responsibilities :-


Meeting with HNI clients

SIP

Mutual funds

PMS

Bonds

Securities


What are the key responsibilities of a wealth manager?

What Does A Wealth Manager Do?

  • Estate planning.
  • Accounting services.
  • Retirement planning.
  • Strategic tax planning.
  • Investment advisory services.
  • Banking services.
  • General long-term financial planning.

What are the 3 essential categories of wealth management?

We think there are basically three kinds of wealth management firms: Product Vendors, Customized Traders and Planner/Coaches