Wealth Manager

Planify Capital

Posted on : 26-09-2024

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1 Vacancy

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Job Location

Dangs (India) - India

Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 26-09-2024

Job Description

As a Wealth Manager you will be responsible for managing and growing highvalue client portfolios providing personalized financial advice and helping clients achieve their longterm financial goals. We are looking for someone who is passionate about wealth management has a deep understanding of financial markets and excels in client relations.

Key Responsibilities:

Develop and manage a portfolio of clients offering tailored investment and financial planning advice

Analyze client financial goals and market trends to create customized wealthbuilding strategies

Continuously monitor and assess portfolio performance suggesting adjustments as needed

Provide clients with regular updates on financial market trends and their portfolio performance

Identify opportunities for growth while mitigating potential financial risks

Qualifications:

Bachelors degree in Finance Economics or a related field

35 years of experience in wealth management or investment advisory

Strong understanding of financial products investment strategies and market trends

Excellent communication and interpersonal skills with the ability to build longterm relationships with clients

Proven track record of managing client portfolios and delivering results

Why Join Us

At Planify we believe in empowering individuals to take control of their financial future. As part of our team you will work in a collaborative environment with growth opportunities and the chance to make a real impact in clients lives.

interpersonal skills,wealth management,portfolio management,financial planning,communication,investment advisory,financial markets,client relations,financial products,communication skills,investment

Employment Type

Full Time

Company Industry

Key Skills

Apply Now

About Company

Planify Capital

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Wealth Manager

Planify Capital

Job Description

Employment Type

Company Industry

Key Skills

About Company

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