
Wealth manager

Wealth manager16
Applications
16
Applications
Hyderabad
Full-Time
Mid-Level: 4 to 6 years
₹ 25K - ₹ 45K (Per Month)
Posted on Jul 08 2024
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 !
Gamut HR Solutions will help you find the right kind of job !
Company Size
2-10 Employees
Headquarter
Hyderabad
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