Company Overview

Gamut HR Solutions is an innovative company based in Hyderabad that focuses on connecting individuals with the right career opportunities. Operating with a compact team of 2-10 employees, our goal is to provide personalized and effective HR solutions. Explore more about us at gamuthrsolutions.com.

Job Overview

We are seeking a dedicated Wealth Manager to join our dynamic team in either Hyderabad or Mumbai. This is a mid-level, full-time position requiring 4 to 6 years of experience in wealth management. The ideal candidate will have a strong background in financial planning and investment management.

Qualifications and Skills

• Financial Planning (Mandatory skill): Expertise in creating and managing client-specific financial plans.
• Investment Management (Mandatory skill): Proven ability to manage and optimize investment portfolios.
• Risk Assessment (Mandatory skill): Demonstrated experience in identifying and mitigating financial risks.
• Estate Planning: Knowledge in helping clients plan the transfer of assets after their lifetime.
• Tax Planning: Skills in advising clients on achieving tax efficiency through legal avenues.
• Client Relationship Management: Capacity to build and maintain strong relationships with clients.
• Market Analysis: Ability to analyze market trends and provide strategic advice to clients.
• Retirement Planning: Experience in assisting clients with retirement strategy and implementation.

Roles and Responsibilities

• Develop individualized wealth management plans tailored to client needs and goals.
• Provide expert guidance on investments including stocks, bonds, and other assets.
• Assess clients' financial situations and risk tolerance to recommend suitable strategies.
• Conduct thorough market research to inform and guide investment decisions.
• Help clients with estate planning and asset transfer strategies.
• Offer comprehensive tax planning advice to optimize clients' financial standing.
• Regularly review clients' portfolios, making adjustments as needed to meet financial goals.
• Ensure compliance with financial regulations and company policies during all client interactions.