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Who is a wealth manager?7/24/2018 Like doctors are necessary to check your health, wealth manager is equally necessary. If you hire an expert to check your financial health, manage your wealth, taxes planning, saving for future, advise you on smart investment options. Nowadays, many youngsters are coming forward for wealth management course. Wealth management course will help you achieve your career goals on finance management. You might be still confused who are exactly wealth managers, and why do we need them? Wealth managers are typically financial advisors who help their clients to achieve their financial goals. The clients are usually high net worth or ultra high net worth individuals or families. Wealth managers help their clients safeguard their wealth; plan their retirement and other financial goals like foreign education for their kids. Wealth managers also help you with taxation issues; create legal entities like trust funds and estate planning. They usually charge a fee or a commission for their services. Thus, the focus is not just where to invest, rather it is a holistic approach aimed at satisfying their client’s financial goals with their likes and risk appetites. What does wealth manager do???
Within wealth management, there are two types of finance-related jobs:
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