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Wealth Manager

0.00 to 1.00 Years   Ahmedabad   20 Feb, 2025
SMARTNODE AUTOMATIONS PRIVATE LIMITED
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 1.5 - 2.0 Lakh/Yr
IndustryFinancial Services
Functional AreaSecurities TradingFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

      • Client meetings:Discuss financial goals, risk tolerance, and investment preferences
      • Investment research:Analyze investments, tax laws, and other financial matters
      • Portfolio management:Monitor and rebalance portfolios to align with client objectives
    • Financial planning:Create cash flow projections, retirement plans, and tax optimization strategies
    • Investment recommendations:Recommend investment, insurance, and banking products
    • Tax advice:Provide tax advice and assist with tax return completion
    • Client relationships:Build and maintain client relationships
    • Business development:Identify and deliver on business development opportunities

Keyskills :
decision-makingcomputer operatinggoodcommunicationenglishanalytics

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