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Wealth manager

Freelance Opportunity For Part Time And Fulltime

OneDayHire Job

Experience

4-6 Years

Salary

Confidential

Location

Andhra Pradesh-Visakhapatnam, Telangana-Hyderabad

Posted - 509 days ago

Applications - 2

Vacancies- 35

Apply Now

Top Hiring Companies

We are seeking a motivated and goal-oriented Business Associate to join our team on a freelance basis, with opportunities for both part-time and full-time work. The Business Associate will be responsible for supporting various business functions, including market research, client development, and project coordination. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work independently. This is a great opportunity for individuals looking to gain valuable experience in the business field and grow their skills in a dynamic and fast-paced work environment. Flexibility in hours and remote work options are available for the right candidate.

Job Description

- Manage client wealth and assets to achieve financial goals
- Develop personalized financial plans and investment strategies
- Conduct portfolio reviews and provide investment recommendations
- Monitor market trends and adjust strategies accordingly
- Communicate regularly with clients to provide updates and address concerns
- Stay up-to-date on industry regulations and best practices
- Collaborate with other financial professionals as needed
- Prioritize client satisfaction and retention
- Flexible work schedule for part-time or full-time availability
- Compensation based on experience and performance

Designation

Wealth manager

Key Skills

Business CommunicationRecruitmentSales Executive

Industry

Insurance

Functional Area

Insurance

Employment Type

Part Time

Education

Graduation/Diploma

Job Type

Work From Home

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Wealth manager

Top Hiring Companies

Job Description

Designation

Key Skills

Industry

Functional Area

Employment Type

Education

Job Type

Related Jobs

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Area Sales Manager

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