Job Overview

We are seeking a talented and driven Wealth Manager (link removed) 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