Company Description
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Role Description
This is a full-time on-site role for a Senior Wealth Manager, located in Delhi, India. The Senior Wealth Manager will be responsible for developing and implementing personalized financial strategies for clients, managing investment portfolios, assessing clients financial goals, and providing expert advice on insurance and financial products. The role also involves maintaining client relationships, staying updated about market trends, and ensuring compliance with regulatory standards.
Qualifications
- Expertise in Financial Planning and Investment Management
- Strong knowledge and experience with Investments and Finance
- Understanding of various Insurance products and services
- Excellent analytical skills and decision-making abilities
- Proven track record of successfully managing client portfolios
- Strong interpersonal and communication skills to build client trust
- Minimum of a bachelor's degree in Finance, Economics, Business Administration, or a related field
- Certifications such as CFP, CFA, or equivalent are a plus
