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Wealth manager

Hyderabad
Full-Time
Mid-Level: 4 to 6 years
25K - 45K (Per Month)
Posted on Jul 08 2024

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About the Job

Skills

Financial planning
Investment management
Risk assessment
Estate planning
Tax planning
Client relationship management
Market research
Retirement planning

Company Overview

Gamut HR Solutions will help you find the right kind of job! Gamut HR Solutions is a small-sized company with 2-10 employees based in Hyderabad. Learn more about us at gamuthrsolutions.com.


Job Overview

We are hiring a Wealth Manager for a Full-Time position at the Mid-Level level in Hyderabad. The ideal candidate should have a minimum of 4 years and a maximum of 6 years of experience.


Qualifications and Skills

  • Financial planning
  • Investment management
  • Risk assessment
  • Estate planning
  • Tax planning
  • Client relationship management
  • Market research
  • Retirement planning


Roles and Responsibilities

  • Develop financial plans for clients based on their goals and risk tolerance
  • Manage investment portfolios and recommend adjustments as needed
  • Assess and mitigate risks in client portfolios
  • Assist clients with estate and tax planning strategies
  • Build and maintain strong client relationships through regular communication and reviews
  • Conduct market research to stay informed about financial trends and opportunities
  • Help clients with retirement planning to achieve their desired lifestyle after retirement

About the company

Gamut HR Solutions will help you find the right kind of job !

Company Size

2-10 Employees

Headquarter

Hyderabad

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