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    Wealth Manager - Hyderabad, India - LifeMagic Group

    LifeMagic Group
    LifeMagic Group Hyderabad, India

    2 days ago

    Default job background
    Full time
    Description

    Job Overview

    We are seeking a talented and driven Wealth Manager . 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
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