Wealth Manager- Hyderabad 2-8 Years Experience
Wealth Manager- Hyderabad 2-8 Years Experience
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Job Description
Job Title: Wealth Manager Hyderabad
Key Responsibilities:
Client Relationship Management:
Build and maintain strong relationships with highnetworth clients.
Understand clients financial goals risk tolerance and investment preferences.
Provide tailored financial solutions and investment strategies.
Investment Advisory:
Develop and implement investment strategies to achieve clients financial objectives.
Monitor and review clients investment portfolios and provide regular updates.
Stay informed about market trends economic developments and new investment products.
Financial Planning:
Conduct comprehensive financial planning including retirement estate tax and succession planning.
Offer advice on wealth preservation and risk management.
Business Development:
Identify and acquire new highnetworth clients through networking referrals and industry events.
Promote the companys wealth management services and products.
Compliance and Reporting:
Ensure all client interactions and transactions comply with regulatory requirements.
Maintain accurate and uptodate records of client communications and transactions.
Qualifications and Skills:
Bachelors degree in Finance Economics Business or a related field (MBA or CFP preferred).
37 years of experience in wealth management financial planning or investment advisory.
Proven track record of managing and growing a portfolio of highnetworth clients.
Strong knowledge of financial markets investment products and wealth management strategies.
Excellent interpersonal and communication skills.
Ability to analyze complex financial data and provide actionable insights.
Proficiency in financial planning software and CRM systems.
Benefits:
Competitive salary and performancebased incentives.
Health insurance and other employee benefits.
Opportunities for professional development and growth.
Collaborative and supportive work environment.
Required Experience:
Manager
Employment Type
Full-Time
