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Wealth manager

Freelance opportunity for part time and fulltime

Join the Freelance opportunity for part time and fulltime team as a Part Time Wealth manager on Erekrut, specializing in Wealth manager in the Insurance industry. We are seeking talented individuals with a passion for Insurance and educational qualifications ranging from 4-6 Years. Apply now on Erekrut to take the next step in your career with a leading global company.

Confidential

4-6 Years

Andhra Pradesh-Visak.. (+1)

Insurance

Vacancies- 35 Interested Candidates - 277 Business CommunicationRecruitmentSales Executive

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Wealth manager Screening Questions

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Recruiter Ratings

3.7

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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

Industry

Insurance

Functional Area

Insurance

Employment Type

Part Time

Education

Graduation/Diploma

Job Type

Work From Home