Wealth Manager
Year South Delhi Campus, Delhi, Delhi, India
Job Description
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A prestigious private investor with a substantial portfolio of approximately 200 crores in mutual funds and shares is seeking an experienced and highly skilled Wealth Manager. The ideal candidate will possess a proven track record in wealth management, specifically in managing high-value investments. This role requires a deep understanding of financial markets, investment strategies, and portfolio management. Key Responsibilities:
- Oversee and manage a diverse portfolio of mutual funds and shares valued at approximately 200 crores.
- Develop and implement investment strategies tailored to the investor\xe2\x80\x99s financial goals and risk tolerance.
- Monitor and analyze market trends and adjust investment strategies as necessary.
- Provide regular reports and updates on portfolio performance.
- Conduct thorough research and due diligence on potential investment opportunities.
- Offer expert advice on financial planning, tax strategies, and asset allocation.
- Maintain strong relationships with financial institutions and other stakeholders.
- Ensure compliance with regulatory requirements and industry standards.
- Bachelor\xe2\x80\x99s degree in Finance, Economics, Business Administration, or a related field. A Master\xe2\x80\x99s degree or relevant certifications (e.g., CFA, CFP) is highly desirable.
- Minimum of [X] years of experience in wealth management, specifically handling high-net-worth portfolios.
- In-depth knowledge of mutual funds, equity markets, financial instruments, and investment strategies.
- Strong analytical skills and the ability to interpret complex financial data.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain client relationships.
- Detail-oriented with strong organizational skills.
- Proficiency in financial management software and tools.
- Candidates must be currently residing in South Delhi.
- Must be able to work from the Kailash Colony office.
- Flexible schedule
- Monday to Friday
- Performance bonus
- total work: 1 year (Preferred)
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Job Detail
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Job IdJD3314008
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSouth Delhi Campus, Delhi, Delhi, India
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EducationNot mentioned
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ExperienceYear