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Posted on 12 Aug, 2024
In Office
Job Description | Responsibilities
- Develop comprehensive financial plans tailored to individual client needs, including investment management, tax planning.
- Design and implement customized investment strategies, monitor portfolio performance.
- Stay updated on market trends, economic conditions and investment products to provide iformed and finanical comply.
Overview
- Industry - BANKING / FINANCIAL SERVICES / BROKING, IT - Software / Product Development
- Functional Area - IT Software Maintenance / Operations / Support Services
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Client Relations
Estate Planning
Finance
Financial Advisory
Financial Planning
Investment Advisory
