Job Description

Job Title: Wealth Manager
Company: Leading AMC
Location : Chennai/ Hydrabad/ Coimbatore/ Madurai/ Banglore/ Delhi / Mangalore/ Mumbai/ Pune/ Indore/ Nagpur/ Ahmedabad/ Jaipur/Lucknow
CTC : No bar for the right candidate
Exp : Min 8 years of exp in Wealth Management
Description:
The Wealth Manager at a leading AMC plays a crucial role in providing financial planning and investment advice to clients. They are responsible for creating tailored financial strategies, constructing investment portfolios, and staying informed about the capital markets.
Responsibilities:
Develop and implement comprehensive financial plans for clients based on their goals and risk tolerance.
Construct and manage investment portfolios, ensuring diversification and alignment with clients' objectives.
Monitor and analyze market trends and economic indicators to make informed investment decisions.
Provide ongoing guidance and support to clients, addressing their financial concerns and adjusting strategies as needed.
Stay up-to-date on regulatory changes and industry best practices related to wealth management.
Qualifications:
Bachelor's degree in Finance, Economics, Business, or related field.
Certified Financial Planner (CFP) designation preferred.
Proven experience in financial planning, investment management, or wealth advisory.
Strong knowledge of capital markets, financial products, and industry regulations.
Excellent communication and interpersonal skills.
Skills:
Financial Planning
Portfolio Construction
Understanding of Capital Markets
Risk Management
Client Relationship Management