Wealth Manager

Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is a compact yet impactful company with a team of 2-10 employees dedicated to connecting individuals with the right job opportunities. Our focus is on delivering personalized HR solutions. To explore more about us, visit our website at Gamut HR Solutions .

Job Overview

We are seeking a Wealth Manager for a full-time, junior-level position based in Hyderabad or Mumbai. The ideal candidate will have 1 to 3 years of experience in wealth management, financial planning, and client relationship management. This role requires a dynamic individual to help clients manage their wealth efficiently.

Qualifications and Skills

• Proven experience in financial planning to help clients achieve their financial goals. (Mandatory skill)
• Strong client relationship management skills to maintain and nurture client relationships. (Mandatory skill)
• Exceptional risk assessment ability to identify potential financial risks and create mitigation strategies. (Mandatory skill)
• In-depth knowledge of investment strategies to guide clients in expanding their wealth effectively.
• Proficiency in portfolio management, ensuring a balanced and profitable investment portfolio.
• Familiarity with regulatory compliance to ensure all financial activities adhere to legal standards.
• Expertise in asset allocation to optimize asset distribution among diverse investment categories.
• Understanding of behavioral finance to help clients make informed investment decisions.

Roles and Responsibilities