Hiring Wealth managers

Job Description

Company Description Moat Wealth Associates is an independent financial services firm based in Mumbai, India. We specialize in offering personalized wealth management solutions, investment planning, and financial advisory services to help individuals and families achieve their financial goals. Our vision is to provide high-quality and customized planning solutions to create a 'moat' through the magic of compounding for our customers. Role Description This is a full-time on-site role for a Wealth Manager at Moat Wealth Associates LLP. The Wealth Manager will be responsible for financial planning, investment management, investments, finance, and insurance services tailored to meet the current and future needs of clients. 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 Relevant certifications such as CFP, CFA, or equivalent Bachelor's degree in Finance, Economics, or related field Show more Show less