Wealth Manager

Job Title: Wealth Manager

Experience : 3-8 years

Location : New Delhi

Job Description:

• Develop and maintain relationships with high-net-worth clients to understand their financial needs and objectives.
• Provide investment advisory services, asset allocation strategies, and risk management solutions tailored to clients goals.
• Conduct financial planning, retirement planning, estate planning, and tax optimization strategies.
• Monitor financial markets and recommend portfolio adjustments based on market conditions and client preferences.
• Ensure compliance with financial regulations, wealth management best practices, and fiduciary responsibilities .
• Collaborate with internal teams, including financial analysts, tax consultants, and legal advisors , to deliver holistic financial solutions.
• Identify new business opportunities and expand the firms wealth management client base .