Job Title

Company Description

Wallet4Wealth, a subsidiary of Wallet Finserve Pvt Ltd, is dedicated to providing unbiased financial advisory services and comprehensive wealth management solutions for individuals and corporations. Focused on client success, Wallet4Wealth prioritizes delivering prosperity and satisfaction to clients and stakeholders. We are committed to bringing happiness and achieving financial excellence for those we serve.

Role Description

This is a full-time on-site role located in Odisha, India. The selected candidate will be responsible for performing day-to-day tasks that align with wealth management and financial advisory services. Duties will include providing strategic financial planning, analyzing market trends, developing personalized solutions for clients, and maintaining long-term relationships with stakeholders.

Qualifications

• Proficiency in Financial Analysis, Wealth Management, and Investment Planning
• Strong communication, Negotiation, and Client Relationship Management skills
• Ability to conduct Market Research and create Strategic Financial Solutions
• Organizational and Analytical Skills with attention to detail
• Relevant certifications or professional qualifications in Finance or Wealth Management are preferred
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Experience in the financial services or wealth advisory industry is advantageous
• Ability to work effectively in a collaborative, team-oriented environment