Senior Manager - Wealth Management (Advisory)
HyderabadFull-time2–5 yrsPosted 1 week ago
Mid-level finance role at Jobskey Consultancy in Hyderabad. Needs 2+ years and an MBA, B.Com or BBA.
About the role
With a strong emphasis on transparency, professionalism, and long-term success, they offer services in portfolio management, retirement planning, and tax-efficient investment strategies. The company is known for fostering lasting client relationships and providing expert guidance to grow wealth in a dynamic market.
What you'll do
- The Senior Manager - Wealth Management (Advisory) is responsible for guiding daily activities across four key pillars that contribute to the organizations success
- Monitor the performance of invested funds
- Attend fund manager meetings and integrate internal research with external insights
- Develop financial plans and deliver presentations to clients as required
- Collaborate with team leaders to collect necessary data
What you need
- Wealth management
- Portfolio management