Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is a dedicated staffing and recruitment firm that connects talent with the right career opportunities. With a specialized approach and a close-knit team, we support career growth and organizational success across various sectors.

Job Overview

We are seeking a Junior Wealth Manager to join our team in Hyderabad on a full-time basis. The ideal candidate will have 1 to 3 years of relevant experience, focusing on managing client portfolios, providing financial planning, and leveraging wealth management platforms for optimal results.

Qualifications and Skills

• Financial Planning (Mandatory skill): Proven ability to develop comprehensive financial strategies tailored to client needs and goals.
• Portfolio Management (Mandatory skill): Hands-on experience managing diversified client portfolios and optimizing returns per risk preferences.
• Wealth Management Platforms (Mandatory skill): Proficiency in using digital platforms and tools for wealth management is essential for delivering efficient solutions.
• Client Relationship Management: Skilled in building, nurturing, and maintaining long-term professional relationships with clients.
• Presentation Skills: Capable of conveying complex financial concepts and investment products clearly to both novice and sophisticated clients.
• Investment Analysis: Demonstrated expertise in analyzing various asset classes and recommending suitable investment avenues based on clients’ profiles.
• Knowledge of financial market trends and regulatory guidelines to ensure compliant advice and investments for clients.
• Strong problem-solving capabilities, analytical mindset, and proficiency with MS Office suite and financial modeling tools.

Roles and Responsibilities

• Engage with clients to understand their financial objectives, risk tolerance, and long-term goals for personalized wealth management solutions.
• Develop, implement, and periodically review investment strategies to ensure alignment with client needs and prevailing market conditions.
• Utilize digital wealth management platforms to monitor, assess, and report on portfolio performance and make timely recommendations.
• Prepare and deliver compelling presentations outlining financial plans and investment proposals to individual clients and small groups.
• Create regular reports and updates on portfolio status, investment performance, and strategy adjustments for stakeholders.
• Stay updated on market trends, regulatory changes, and new financial products to deliver informed and compliant advisory services.
• Provide ongoing support and engagement to clients, addressing their queries and concerns with a focus on exceptional service delivery.
• Collaborate with internal teams and external partners to enhance service offerings and innovate client solutions in line with industry best practices.