Wealth manager

Goregaon - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Department: Wealth Management / Financial Advisory

Reports To: Director of Wealth Management / Senior Partner / CEO

Location- and nbsp;Jaipur Kolkata Mumbai Raipur

Job Summary

We are seeking a highly skilled and client-focused Wealth Manager to join our this role you will be responsible for providing high-net-worth individuals and institutional clients with comprehensive financial advice tailored to their unique goals. You will develop personalized wealth management strategies oversee investment portfolios and offer guidance on estate planning tax optimization and risk management.

The ideal candidate has a strong background in financial planning and investment management excellent interpersonal skills and a commitment to delivering exceptional client service.

Key Responsibilities

Develop implement and monitor comprehensive financial plans based on clients short- and long-term goals.

Manage and optimize client investment portfolios in line with risk tolerance market trends and financial objectives.

Provide expert guidance on tax-efficient investment strategies estate planning and wealth preservation.

Conduct regular portfolio reviews and performance analysis to adjust strategies as necessary.

Build and maintain long-term relationships with clients through ongoing communication and proactive financial advice.

Stay up to date with global market developments regulatory changes and economic conditions to inform strategy.

Collaborate with legal tax and insurance professionals to deliver integrated financial solutions.

Identify new business opportunities through referrals networking and business development initiatives.

Qualifications

Bachelors degree in Finance Economics Business Administration or a related field (Masters degree or MBA preferred).

Professional certifications such as CFP CFA CPA or similar are strongly preferred.

Minimum 2 years of experience in wealth management financial planning or investment advisory roles.

Strong knowledge of financial markets investment products and regulatory frameworks.

Excellent communication analytical and relationship-building skills.

Proven ability to manage high-net-worth client relationships and deliver tailored financial solutions.

Department: Wealth Management / Financial AdvisoryReports To: Director of Wealth Management / Senior Partner / CEOLocation- and nbsp;Jaipur Kolkata Mumbai RaipurJob SummaryWe are seeking a highly skilled and client-focused Wealth Manager to join our this role you will be responsible for providing h...