Wealth Manager

Bangalore - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Key Responsibilities

Develop implement and monitor comprehensive financial plans based on clients short- and long-term goals.

Manage and optimize client investment portfolios in line with risk tolerance market trends and financial objectives.

Provide expert guidance on tax-efficient investment strategies estate planning and wealth preservation.

Conduct regular portfolio reviews and performance analysis to adjust strategies as necessary.

Build and maintain long-term relationships with clients through ongoing communication and proactive financial advice.

Stay up to date with global market developments regulatory changes and economic conditions to inform strategy.

Collaborate with legal tax and insurance professionals to deliver integrated financial solutions.

Identify new business opportunities through referrals networking and business development initiatives.

Qualifications

Bachelors degree in Finance Economics Business Administration or a related field (Masters degree or MBA preferred).

Professional certifications such as CFP CFA CPA or similar are strongly preferred.

Minimum 2years of experience in wealth management financial planning or investment advisory roles.

Strong knowledge of financial markets investment products and regulatory frameworks.

Excellent communication analytical and relationship-building skills.

Proven ability to manage high-net-worth client relationships and deliver tailored financial solutions.

What We Offer

Competitive compensation and performance-based incentives

Access to a broad suite of financial products and investment tools

Opportunities for professional development and certification support

Collaborative client-centered work environment

Include any benefits such as health insurance retirement plans etc.

Key ResponsibilitiesDevelop implement and monitor comprehensive financial plans based on clients short- and long-term goals.Manage and optimize client investment portfolios in line with risk tolerance market trends and financial objectives.Provide expert guidance on tax-efficient investment strategi...