Company Description At Coheron Wealth, we believe in aligning wealth strategies with long-term goals to provide tailored wealth solutions for our clients. Role Description This is a full-time on-site Wealth Manager role located in Guwahati. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for clients on a day-to-day basis. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work in a fast-paced environment Relevant certifications such as CFP or CFA are a plus
Looking for Wealth Managers with atleast 8 years of relevant work experience