Wealth Manager

Introduction We seek a dynamic and experienced wealth manager to join our esteemed financial advisory team. As a wealth manager, you will guide and support our clients in achieving their financial objectives. Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management. The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations. We offer a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment. Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyze clients current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client s objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalized financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organize client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients financial progress regularly, ensuring alignment with their objectives and making adjustments. Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Required skills and qualifications BA bachelor s degree in finance, economics, business administration or a related field. 4 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Preferred skills and qualifications A master s degree in finance, accounting, economics, or a related field. Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.