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Satish Kumar Jakkula

Founder & CEO at 4S Advisory

Last Login: 25 April 2024

139

JOB VIEWS

44

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4

RECRUITER ACTIONS

Job Code

1367077

Senior Wealth Manager - BFSI

7 - 15 Years.Hyderabad/Chennai/Coimbatore/Delhi NCR
Posted 3 months ago
Posted 3 months ago

Company: 4S Advisory's Client - A Wealth Management Firm

Location: Hyderabad

Position: Senior Vice President - Wealth

9 am to 6 pm - 5 days a week working

Qualifications & Key Skills:

- We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.

- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.

- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.

- Strong knowledge of financial markets, investment products, and wealth management strategies.

- Excellent communication and interpersonal skills to establish trust and rapport with clients.

- Analytical mind set with the ability to interpret complex financial data and market trends.

- Familiarity with relevant regulations and compliance standards.

- Exceptional attention to detail, organization, and time management skills.

- Ability to adapt to changing market conditions and client needs

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Satish Kumar Jakkula

Founder & CEO at 4S Advisory

Last Login: 25 April 2024

139

JOB VIEWS

44

APPLICATIONS

4

RECRUITER ACTIONS

Job Code

1367077

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