Wealth Manager46
Applications
46
Applications
Hyderabad
Full-Time
Junior: 1 to 3 years
₹ 4L - ₹ 6L (Per Year)
Posted on Feb 05 2024
About the Job
Skills
Wealth Advisory
Mba
HNI Clients
Financial Planning
Field Sales
Risk Management
Job Overview
We are seeking a talented and driven Wealth Manager . As a Wealth Manager, you will be responsible for providing comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India.
Qualifications and Skills
- Bachelor's degree in Finance, Economics, or a related field (MBA preferred)
- Junior level with 1 to 3 years of experience in wealth management or financial planning
- Strong knowledge of wealth advisory and investment products
- Experience working with high-net-worth individuals and managing HNI client relationships
- Excellent analytical and problem-solving skills
- Strong communication and presentation skills
- Ability to work independently and in a team
Roles and Responsibilities
- Develop and maintain strong relationships with high-net-worth individuals and families
- Provide personalized wealth management advice and solutions to clients
- Assess clients' financial goals, risk tolerance, and investment preferences
- Create and implement customized investment plans and strategies
- Monitor and track clients' investment portfolios and recommend adjustments
- Stay updated on market trends, investment products, and industry regulations
- Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic financial advice
- Conduct regular reviews and meetings with clients to ensure their financial goals are being met
- Proactively identify new business opportunities and participate in business development activities
- Stay updated on the latest industry developments and continuously improve knowledge and expertise
About the company
At LMG, we have one simple statement that captures our broader purpose as a Fractional COO consulting: unlocking the potential of those who can change the world. We try to live our purpose by focusing on five purpose principles:We INTEGRATE by blending traditional thinking and bringing new perspectives to business challenges. We ENVISION by looking beyond the obvious and empowering our clients to ...Show More
At LMG, we have one simple statement that captures our broader purpose as a Fractional COO consulting: unlocking the potential of those who can change the world. We try to live our purpose by focusing on five purpose principles:We INTEGRATE by blending traditional thinking and bringing new perspectives to business challenges. We ENVISION by looking beyond the obvious and empowering our clients to look at the larger picture. We EMPOWER by simplifying complexity and building capacity by using technology and discovering hidden potential in human resources. We LEAD with integrity by confronting the hard issues, staying true to our values, and stating our views candidly and directly. We SERVE by helping others grow, enabling our clients, colleagues, and the broader community to build success and achieve their full potential. ...Show Less
Industry
Business consulting
Company Size
11-50 Employees
Headquarter
Pune
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