Private Wealth Managers

Company Description

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Role Description

This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients' financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service.

Qualifications

• Financial Planning and Investment Strategy skills
• Relationship Management and Client Servicing skills
• Knowledge of Financial Products and Market Trends
• Excellent Communication and Interpersonal skills
• Strong Analytical and Problem-Solving abilities
• Proficiency in relevant financial software and tools
• Relevant certifications such as CFP, CFA are a plus
• Masters degree in Finance, Economics, or related field

Skills Required

Financial Planning, Cfa, CFP