Financial Planning Manager Job

Company Overview

Gamut HR Solutions will help you find the right kind of job!

Job Overview

Mid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.

Qualifications and Skills

Proven experience as a Financial Advisor or Wealth Manager
In-depth knowledge of investment strategies and financial products
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Certifications such as CFP, CFA, or similar are a plus

Roles and Responsibilities

Provide financial planning and investment advice to clients
Develop personalized financial strategies based on client goals
Monitor and review client portfolios regularly
Recommend suitable investment products and insurance plans
Assist clients in building and managing wealth effectively

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.