Financial advisor/Wealth manager - Hyderabad, India - Gamut HR Solutions

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    Full time
    Description

    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