Wealth Manager Job

Company Overview
Gamut HR Solutions will help you find the right kind of job! Gamut HR Solutions is a small-sized company with 2-10 employees based in Hyderabad. Learn more about us at gamuthrsolutions.com.

Job Overview
We are hiring a Wealth Manager for a Full-Time position at the Mid-Level level in Hyderabad. The ideal candidate should have a minimum of 4 years and a maximum of 6 years of experience.

Qualifications and Skills
Financial planning
Investment management
Risk assessment
Estate planning
Tax planning
Client relationship management
Market research
Retirement planning

Roles and Responsibilities
Develop financial plans for clients based on their goals and risk tolerance
Manage investment portfolios and recommend adjustments as needed
Assess and mitigate risks in client portfolios
Assist clients with estate and tax planning strategies
Build and maintain strong client relationships through regular communication and reviews
Conduct market research to stay informed about financial trends and opportunities
Help clients with retirement planning to achieve their desired lifestyle after retirement

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