Position - Wealth Manager

Location- Gurgaon

Notice Period- Max 30 Days

Roles and Responsibilities:

 Build and maintain strong relationships   with client to understand their financial

goals, risk tolerance, and investment preferences.

 Identify and pursue opportunities to expand the firm's client base and grow assets

under management. Cultivate relationships with prospective clients and referral

sources through networking, seminars, and other marketing initiatives.

 Prepare and deliver regular performance reports and investment reviews to clients,

providing insights and recommendations to support their financial goals.

 Provide ongoing guidance   and support to help clients navigate changes in their

financial circumstances and adapt their investment strategies accordingly.

 Collaborate with internal teams, in   cluding investment analysts, and compliance,   to

provide comprehensive wealth management sol   utions to clients.

Requirements:

 Proven experience   in wealth   management,   financial   planning,   or investment

advisory roles, with a track record of successfully managing client relationships and

portfolios.

 Ability to work collaboratively with internal teams and external partners to deliver

exceptional client service and achieve business objectives   .

 High level of professionalism,   integrity,   and discretion   when dealing with

confidential client information.

 Strong networking and business development skills, with the ability to identify and

capitalize on opportunities to grow the business.

Please share your profile at info@goldenhire.in or WhatsApp at 9650754165