Private Wealth Manager

Updated: March 19, 2024 02:30 PM GMT

360 ONE Wealth

Vadodara, Gujarat

Company Description

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Role Description

This is a full-time on-site role for a Private Wealth Manager at 360 ONE Wealth in Ahmedabad,Vadodara, Surat and Rajkot. The Private Wealth Manager will be responsible for managing the financial portfolio of private clients, providing financial planning and estate planning services, and managing investments. The Private Wealth Manager will also be responsible for ensuring compliance with regulatory requirements and developing a deep understanding of each individual client's financial needs.

Qualifications
• Financial Planning and Estate Planning skills
• Certified Financial Planner designation
• Investment Management and Finance skills
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
• Relevant certifications such as Chartered... More Detail