31 Oct
|
Counton Ace
|
Delhi
Investment Management: Build, monitor, and rebalance personalized asset portfolios (equities, fixed income, alternative investments) aligned with risk tolerance.
Holistic Financial Planning: Create multi-generational strategies covering retirement, education funding, and major life goals.
Tax & Estate Optimization: Coordinate tax-productive investing, minimize tax liabilities, and partner with legal specialists on trusts and legacy planning.
Risk Management & Insurance: Evaluate insurance needs and integrate risk mitigation policies to protect client assets.
Client Relationship & Business Development: Maintain long-term relationships, conduct regular portfolio reviews, and acquire recent clients through referrals and networking
Pay: ₹25,000.00 - ₹50,000.00 per month
Work Location: In person
📌 Wealth Manager Delhi
🏢 Counton Ace
📍 Delhi